+19.2%
GEHC vs TECH
+29.5%
-10.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.5% |
| 7D | +0.8% | 0.0% | +0.7% | +0.8% |
| 30D | +21.3% | +0.4% | +20.9% | +21.2% |
| 3M | +12.6% | +1.0% | +11.6% | +12.2% |
| 6M | +34.3% | +62.7% | -28.4% | +12.3% |
| YTD | +1.4% | +24.3% | -22.9% | -8.2% |
| 1Y | +12.5% | +20.5% | -8.1% | +3.0% |
| 3Y | +19.2% | +29.3% | -10.1% | -3.1% |
| All | +19.2% | +29.5% | -10.3% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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