-11.7%
GEHC vs RACE
-14.3%
+2.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.7% |
| 7D | -4.0% | -2.5% | -1.5% | -3.3% |
| 30D | -2.0% | +0.8% | -2.7% | -2.2% |
| 3M | +8.0% | +17.2% | -9.2% | +2.6% |
| 6M | -12.8% | +13.6% | -26.3% | -17.2% |
| YTD | -15.9% | +12.2% | -28.1% | -20.2% |
| All | -11.7% | -14.3% | +2.6% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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