-6.9%
GEHC vs ZBRA
+18.2%
-25.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.5% |
| 7D | -4.0% | +1.8% | -5.8% | -4.3% |
| 30D | -2.0% | -1.7% | -0.3% | -1.7% |
| 3M | +8.0% | +47.8% | -39.8% | -1.7% |
| 6M | -12.8% | +56.7% | -69.5% | -22.6% |
| YTD | -15.9% | +49.4% | -65.3% | -25.3% |
| 1Y | -6.9% | +16.5% | -23.5% | -11.9% |
| All | -6.9% | +18.2% | -25.1% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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