-6.9%
GEHC vs QQQI
+19.4%
-26.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -4.0% | +0.4% | -4.4% | -4.1% |
| 30D | -2.0% | +1.0% | -2.9% | -2.2% |
| 3M | +8.0% | -1.2% | +9.2% | +9.6% |
| 6M | -12.8% | +11.6% | -24.4% | -20.8% |
| YTD | -15.9% | +11.7% | -27.6% | -23.7% |
| 1Y | -6.9% | +18.7% | -25.6% | -26.4% |
| All | -6.9% | +19.4% | -26.3% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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