+15.7%
GEHC vs XHB
+5.8%
+9.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.4% | +1.0% | +3.7% |
| 7D | +13.2% | +9.7% | +3.4% | +8.3% |
| 30D | +30.6% | +11.7% | +19.0% | +23.7% |
| 3M | +22.2% | -1.4% | +23.6% | +22.7% |
| 6M | +40.8% | +6.8% | +34.0% | +32.8% |
| YTD | +4.8% | +5.5% | -0.7% | -1.1% |
| 1Y | +15.7% | +5.1% | +10.6% | +9.9% |
| All | +15.7% | +5.8% | +9.9% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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