+9.3%
GEHC vs RVTY
-11.7%
+21.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.3% |
| 7D | -7.6% | -5.4% | -2.2% | -5.4% |
| 30D | -10.7% | +6.7% | -17.4% | -13.2% |
| 3M | -1.2% | +19.0% | -20.2% | -8.7% |
| 6M | -13.7% | +34.6% | -48.4% | -25.0% |
| YTD | -20.4% | +28.3% | -48.7% | -29.9% |
| 1Y | -17.0% | +46.0% | -63.1% | -31.2% |
| 3Y | +0.9% | +16.9% | -15.9% | -9.9% |
| All | +9.3% | -11.7% | +21.0% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling