+9.4%
GEHC vs S
+29.4%
-20.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.3% | -0.5% |
| 7D | -2.3% | +4.1% | -6.3% | -2.5% |
| 30D | +19.0% | -7.2% | +26.2% | +19.3% |
| 3M | +13.3% | 0.0% | +13.3% | +12.7% |
| 6M | +31.5% | +41.6% | -10.1% | +26.7% |
| YTD | 0.0% | +48.6% | -48.6% | -5.3% |
| 1Y | +9.4% | +30.0% | -20.7% | +2.7% |
| All | +9.4% | +29.4% | -20.1% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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