-14.4%
GEHC vs ROIV
+221.6%
-236.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +18.8% | -21.8% | -3.5% |
| 7D | -5.2% | +20.2% | -25.3% | -5.7% |
| 30D | -7.0% | +14.1% | -21.1% | -7.2% |
| 3M | +3.3% | +45.6% | -42.3% | +0.3% |
| 6M | -10.0% | +44.1% | -54.1% | -12.9% |
| YTD | -18.5% | +91.2% | -109.6% | -19.5% |
| 1Y | -14.4% | +221.3% | -235.7% | -19.9% |
| All | -14.4% | +221.6% | -236.0% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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