-6.9%
GEHC vs PBR
+70.4%
-77.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -1.6% |
| 7D | -4.0% | +8.6% | -12.6% | -2.5% |
| 30D | -2.0% | +12.8% | -14.8% | +0.3% |
| 3M | +8.0% | +14.7% | -6.7% | +10.9% |
| 6M | -12.8% | +25.2% | -37.9% | -9.7% |
| YTD | -15.9% | +77.1% | -93.1% | -9.2% |
| 1Y | -6.9% | +69.6% | -76.5% | -2.0% |
| All | -6.9% | +70.4% | -77.3% | -2.0% |
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