+14.6%
GEHC vs P
+10.7%
+3.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.3% | -4.3% | +2.3% |
| 7D | +5.6% | -9.6% | +15.2% | +5.2% |
| 30D | +27.9% | -33.4% | +61.3% | +25.9% |
| 3M | +17.1% | +14.2% | +2.9% | +18.3% |
| 6M | +32.5% | +31.6% | +1.0% | +35.8% |
| YTD | +2.7% | +53.5% | -50.8% | +5.5% |
| All | +14.6% | +10.7% | +3.9% | +14.9% |
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