+15.7%
GEHC vs PBR
+74.7%
-59.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -7.0% | +13.4% | +5.1% |
| 7D | +13.2% | -11.0% | +24.2% | +11.1% |
| 30D | +30.6% | -18.8% | +49.4% | +27.0% |
| 3M | +22.2% | +7.8% | +14.4% | +25.4% |
| 6M | +40.8% | -7.6% | +48.4% | +39.2% |
| YTD | +4.8% | +72.7% | -67.8% | +18.9% |
| 1Y | +15.7% | +72.9% | -57.2% | +31.0% |
| All | +15.7% | +74.7% | -59.0% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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