+7.2%
GEHC vs QSR
+30.7%
-23.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | -7.2% | -4.0% | -3.2% | -5.8% |
| 30D | -11.6% | +2.8% | -14.3% | -12.4% |
| 3M | -0.8% | +5.1% | -5.9% | -2.5% |
| 6M | -11.9% | +8.8% | -20.7% | -14.7% |
| YTD | -21.9% | +14.8% | -36.8% | -26.0% |
| 1Y | -17.8% | +25.7% | -43.6% | -24.6% |
| 3Y | -3.5% | +27.5% | -31.1% | -13.5% |
| All | +7.2% | +30.7% | -23.6% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 5y: compounded portfolio wealth divided by compounded QSR 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…
5y analysis · Full analysis span regression · 6 months rolling