+12.7%
GEHC vs Q
+28.9%
-16.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.4% | -3.6% | -1.3% |
| 7D | -3.7% | +6.6% | -10.3% | -3.9% |
| 30D | +22.0% | +2.7% | +19.3% | +21.9% |
| 3M | +13.6% | -8.4% | +22.0% | +13.9% |
| 6M | +34.0% | -17.3% | +51.3% | +34.1% |
| YTD | +0.9% | +55.3% | -54.4% | -4.8% |
| 1Y | +12.7% | +31.5% | -18.7% | +6.9% |
| All | +12.7% | +28.9% | -16.1% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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