+232.7%
LITE vs GEHC
+15.6%
+217.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +6.4% | -14.2% | -5.0% |
| 7D | -31.4% | +13.2% | -44.6% | -27.2% |
| 30D | -42.6% | +30.6% | -73.2% | -35.5% |
| 3M | -26.2% | +22.2% | -48.4% | -18.7% |
| 6M | -35.8% | +40.8% | -76.6% | -27.3% |
| YTD | +70.0% | +4.8% | +65.2% | +100.3% |
| 1Y | +232.7% | +15.7% | +217.0% | +284.6% |
| All | +232.7% | +15.6% | +217.2% | +284.6% |
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