+15.5%
GEHC vs PSA
+17.4%
-1.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.7% |
| 7D | -4.0% | -3.7% | -0.3% | -2.3% |
| 30D | -2.0% | -7.7% | +5.8% | +1.7% |
| 3M | +8.0% | -0.6% | +8.6% | +8.3% |
| 6M | -12.8% | -0.9% | -11.9% | -12.6% |
| YTD | -15.9% | +18.7% | -34.6% | -22.3% |
| 1Y | -6.9% | +7.6% | -14.6% | -10.4% |
| 3Y | 0.0% | +23.7% | -23.7% | -10.2% |
| All | +15.5% | +17.4% | -1.9% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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