+15.4%
ORCL vs GEHC
+18.3%
-2.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | +10.4% | -2.3% | +12.7% | +10.9% |
| 30D | -11.2% | +19.0% | -30.3% | -14.5% |
| 3M | -16.8% | +13.3% | -30.1% | -19.1% |
| 6M | -31.5% | +31.5% | -63.0% | -35.8% |
| YTD | -33.9% | 0.0% | -33.9% | -34.3% |
| 1Y | -43.3% | +9.4% | -52.6% | -45.1% |
| All | +15.4% | +18.3% | -2.9% | +10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling