-3.5%
GEHC vs RMD
+49.9%
-53.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | -7.2% | -4.4% | -2.7% | -5.5% |
| 30D | -11.6% | -3.1% | -8.4% | -10.5% |
| 3M | -0.8% | +13.8% | -14.6% | -6.0% |
| 6M | -11.9% | -8.6% | -3.3% | -9.5% |
| YTD | -21.9% | -8.6% | -13.3% | -19.9% |
| 1Y | -17.8% | -19.7% | +1.8% | -11.9% |
| 3Y | -3.5% | +48.4% | -51.9% | -15.7% |
| All | -3.5% | +49.9% | -53.4% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling