+14.6%
GEHC vs PTC
+10.5%
+4.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.9% |
| 7D | +5.6% | +0.8% | +4.8% | +5.5% |
| 30D | +27.9% | +0.7% | +27.2% | +27.8% |
| 3M | +17.1% | +32.6% | -15.5% | +11.9% |
| 6M | +32.5% | +33.6% | -1.0% | +26.1% |
| YTD | +2.7% | +12.4% | -9.8% | +3.4% |
| All | +14.6% | +10.5% | +4.1% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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