+15.7%
GEHC vs PL
-0.6%
+16.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.4% | +12.8% | +6.3% |
| 7D | +13.2% | -11.7% | +24.9% | +13.1% |
| 30D | +30.6% | -27.1% | +57.7% | +30.5% |
| 3M | +22.2% | -44.6% | +66.8% | +22.0% |
| 6M | +40.8% | -67.2% | +108.0% | +41.0% |
| YTD | +4.8% | -35.9% | +40.7% | +4.0% |
| 1Y | +15.7% | -0.4% | +16.1% | +12.4% |
| All | +15.7% | -0.6% | +16.4% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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