-15.3%
GEHC vs QID
-33.5%
+18.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.3% | -3.7% | -1.1% |
| 7D | -7.9% | +2.7% | -10.6% | -7.5% |
| 30D | -11.7% | +3.3% | -15.0% | -11.3% |
| 3M | +0.8% | -5.5% | +6.3% | -0.4% |
| 6M | -11.6% | -28.4% | +16.8% | -21.4% |
| YTD | -21.6% | -26.6% | +5.0% | -29.5% |
| 1Y | -15.3% | -34.1% | +18.8% | -27.7% |
| All | -15.3% | -33.5% | +18.2% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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