-15.3%
GEHC vs P
+17.1%
-32.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -1.5% |
| 7D | -7.9% | -4.1% | -3.7% | -7.9% |
| 30D | -11.7% | -14.0% | +2.3% | -12.0% |
| 3M | +0.8% | +41.4% | -40.6% | +1.6% |
| 6M | -11.6% | +54.2% | -65.7% | -11.2% |
| YTD | -21.6% | +40.4% | -62.0% | -21.1% |
| 1Y | -15.3% | +16.0% | -31.3% | -18.8% |
| All | -15.3% | +17.1% | -32.4% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded P wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling