+27.7%
JCI vs GEHC
+15.6%
+12.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +6.4% | -12.6% | -6.3% |
| 7D | -10.7% | +13.2% | -23.9% | -10.9% |
| 30D | -10.4% | +30.6% | -41.0% | -11.3% |
| 3M | -8.3% | +22.2% | -30.5% | -8.8% |
| 6M | -2.1% | +40.8% | -43.0% | -4.7% |
| YTD | +18.4% | +4.8% | +13.5% | +20.7% |
| 1Y | +27.7% | +15.7% | +11.9% | +26.3% |
| All | +27.7% | +15.6% | +12.1% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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