+15.7%
GEHC vs XME
+5.2%
+10.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.0% | +7.4% | +6.5% |
| 7D | +13.2% | -5.5% | +18.6% | +13.6% |
| 30D | +30.6% | -11.1% | +41.7% | +31.9% |
| 3M | +22.2% | -11.1% | +33.3% | +23.4% |
| 6M | +40.8% | -18.0% | +58.8% | +43.6% |
| YTD | +4.8% | -7.4% | +12.2% | +0.4% |
| 1Y | +15.7% | +6.7% | +9.1% | +6.2% |
| All | +15.7% | +5.2% | +10.5% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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