+15.7%
GEHC vs QQQI
+8.3%
+7.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.0% | +5.4% | +6.2% |
| 7D | +13.2% | -4.2% | +17.4% | +13.8% |
| 30D | +30.6% | -7.1% | +37.7% | +32.0% |
| 3M | +22.2% | -2.7% | +24.9% | +22.5% |
| 6M | +40.8% | +2.0% | +38.8% | +36.5% |
| YTD | +4.8% | +8.2% | -3.4% | -3.8% |
| 1Y | +15.7% | +8.9% | +6.8% | +6.1% |
| All | +15.7% | +8.3% | +7.4% | +6.1% |
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