+10.2%
ORCL vs GEHC
+15.6%
-5.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.5% | +1.1% |
| 7D | -11.2% | +7.6% | -18.7% | -12.6% |
| 30D | -18.8% | +27.5% | -46.3% | -22.8% |
| 3M | -18.8% | +17.2% | -36.0% | -21.5% |
| 6M | -39.7% | +33.6% | -73.3% | -43.7% |
| YTD | -39.6% | +0.6% | -40.3% | -40.0% |
| 1Y | -51.7% | +11.3% | -63.0% | -53.5% |
| 3Y | +10.2% | +16.5% | -6.3% | +5.4% |
| All | +10.2% | +15.6% | -5.3% | +5.4% |
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