+129.4%
LITE vs GEHC
+14.6%
+114.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.0% | +8.7% | +11.6% |
| 7D | -12.9% | +5.6% | -18.5% | -10.5% |
| 30D | -46.0% | +27.9% | -73.9% | -39.4% |
| 3M | -33.0% | +17.1% | -50.2% | -27.0% |
| 6M | -34.0% | +32.5% | -66.6% | -24.5% |
| YTD | +61.7% | +2.7% | +59.1% | +85.9% |
| All | +129.4% | +14.6% | +114.8% | +178.2% |
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