+15.7%
GEHC vs ZCMD
-99.9%
+115.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.0% | +9.4% | +6.4% |
| 7D | +13.2% | -13.3% | +26.5% | +13.1% |
| 30D | +30.6% | -49.6% | +80.2% | +30.2% |
| 3M | +22.2% | -54.6% | +76.8% | +21.8% |
| 6M | +40.8% | -99.8% | +140.6% | +49.7% |
| YTD | +4.8% | -99.9% | +104.7% | +13.8% |
| 1Y | +15.7% | -99.9% | +115.6% | +34.0% |
| All | +15.7% | -99.9% | +115.6% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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