+16.5%
GEHC vs PH
+135.3%
-118.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.5% | -2.9% |
| 7D | +7.6% | +2.0% | +5.6% | +6.4% |
| 30D | +27.5% | -3.7% | +31.1% | +29.0% |
| 3M | +17.2% | -14.0% | +31.3% | +25.1% |
| 6M | +33.6% | +2.1% | +31.5% | +28.9% |
| YTD | +0.6% | +5.1% | -4.4% | -4.9% |
| 1Y | +11.3% | +10.9% | +0.3% | +1.9% |
| 3Y | +16.5% | +132.9% | -116.5% | -37.3% |
| All | +16.5% | +135.3% | -118.9% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 3y: compounded portfolio wealth divided by compounded PH 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…
3y analysis · Full analysis span regression · 6 months rolling