+38.2%
GEHC vs PH
+227.1%
-188.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.5% | -2.8% |
| 7D | +7.6% | +2.0% | +5.6% | +6.5% |
| 30D | +27.5% | -3.7% | +31.1% | +28.8% |
| 3M | +17.2% | -14.0% | +31.3% | +24.3% |
| 6M | +33.6% | +2.1% | +31.5% | +29.7% |
| YTD | +0.6% | +5.1% | -4.4% | -4.0% |
| 1Y | +11.3% | +10.9% | +0.3% | +3.5% |
| 3Y | +16.5% | +132.9% | -116.5% | -20.4% |
| All | +38.2% | +227.1% | -188.9% | -19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling