+12.0%
GEHC vs TECH
-13.5%
+25.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.9% | -3.0% |
| 7D | -5.2% | +0.2% | -5.4% | -5.2% |
| 30D | -7.0% | +0.1% | -7.1% | -7.0% |
| 3M | +3.3% | +37.5% | -34.2% | -7.8% |
| 6M | -10.0% | +34.6% | -44.6% | -20.3% |
| YTD | -18.5% | +23.5% | -42.0% | -25.8% |
| 1Y | -14.4% | +34.4% | -48.8% | -24.9% |
| 3Y | +3.4% | +2.3% | +1.2% | -3.9% |
| All | +12.0% | -13.5% | +25.5% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling