-48.8%
LITE vs GEHC
+37.4%
-86.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -2.4% | -16.3% | -21.0% |
| 7D | -44.6% | +9.6% | -54.2% | -38.3% |
| 30D | -55.0% | +29.4% | -84.4% | -40.5% |
| 3M | -38.3% | +19.3% | -57.6% | -24.4% |
| 6M | -48.8% | +37.4% | -86.1% | -24.1% |
| All | -48.8% | +37.4% | -86.2% | -24.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling