+47.6%
ON vs GEHC
+15.6%
+32.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.4% | -8.3% | -1.6% |
| 7D | -5.8% | +13.2% | -19.0% | -5.4% |
| 30D | -17.1% | +30.6% | -47.7% | -16.7% |
| 3M | -11.8% | +22.2% | -34.0% | -11.4% |
| 6M | -30.2% | +40.8% | -71.0% | -31.5% |
| YTD | +31.6% | +4.8% | +26.7% | +48.3% |
| 1Y | +47.6% | +15.7% | +31.8% | +47.7% |
| All | +47.6% | +15.6% | +32.0% | +47.7% |
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