+15.7%
GEHC vs RMD
-1.9%
+17.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.9% | +0.5% | +3.3% |
| 7D | +13.2% | -3.9% | +17.0% | +14.9% |
| 30D | +30.6% | +7.9% | +22.7% | +24.4% |
| 3M | +22.2% | +8.1% | +14.1% | +15.8% |
| 6M | +40.8% | +15.5% | +25.3% | +27.4% |
| YTD | +4.8% | +0.7% | +4.2% | +0.2% |
| 1Y | +15.7% | -1.4% | +17.1% | +13.2% |
| All | +15.7% | -1.9% | +17.6% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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