-6.9%
GEHC vs PR
+76.5%
-83.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.4% |
| 7D | -4.0% | +2.9% | -6.9% | -3.6% |
| 30D | -2.0% | +18.0% | -20.0% | +0.3% |
| 3M | +8.0% | +16.9% | -8.9% | +10.3% |
| 6M | -12.8% | +28.2% | -41.0% | -11.0% |
| YTD | -15.9% | +69.3% | -85.3% | -13.6% |
| 1Y | -6.9% | +69.5% | -76.4% | -7.6% |
| All | -6.9% | +76.5% | -83.4% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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