+15.7%
GEHC vs TRI
-22.4%
+38.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.4% | 0.0% | +5.5% |
| 7D | +13.2% | +1.0% | +12.2% | +12.8% |
| 30D | +30.6% | +20.8% | +9.8% | +27.4% |
| 3M | +22.2% | +8.1% | +14.1% | +20.4% |
| 6M | +40.8% | +24.2% | +16.7% | +36.2% |
| YTD | +4.8% | -7.8% | +12.6% | +15.1% |
| 1Y | +15.7% | -16.7% | +32.4% | +31.6% |
| All | +15.7% | -22.4% | +38.2% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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