-6.9%
GEHC vs RBA
-26.5%
+19.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.6% | -1.3% |
| 7D | -4.0% | -2.9% | -1.1% | -3.3% |
| 30D | -2.0% | -12.3% | +10.3% | +1.0% |
| 3M | +8.0% | -20.5% | +28.5% | +12.8% |
| 6M | -12.8% | -18.5% | +5.8% | -9.9% |
| YTD | -15.9% | -18.2% | +2.3% | -14.9% |
| 1Y | -6.9% | -27.5% | +20.6% | +1.6% |
| All | -6.9% | -26.5% | +19.6% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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