+39.3%
GEHC vs PCOR
+52.2%
-12.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.3% |
| 7D | +0.8% | +3.0% | -2.3% | 0.0% |
| 30D | +21.3% | +38.7% | -17.4% | +11.9% |
| 3M | +12.6% | +24.9% | -12.3% | +6.1% |
| 6M | +34.3% | +68.8% | -34.5% | +16.8% |
| YTD | +1.4% | +6.7% | -5.3% | -2.2% |
| 1Y | +12.5% | +3.0% | +9.5% | +9.5% |
| 3Y | +19.2% | +48.6% | -29.4% | +3.4% |
| All | +39.3% | +52.2% | -12.9% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 5y: compounded portfolio wealth divided by compounded PCOR 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…
5y analysis · Full analysis span regression · 6 months rolling