+64.6%
ORCL vs GEHC
+32.6%
+32.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.7% |
| 7D | +8.0% | +0.8% | +7.2% | +7.8% |
| 30D | -4.0% | +21.3% | -25.3% | -8.1% |
| 3M | -19.5% | +12.6% | -32.0% | -21.7% |
| 6M | -33.5% | +34.3% | -67.8% | -38.2% |
| YTD | -34.8% | +1.4% | -36.3% | -35.5% |
| 1Y | -41.6% | +12.5% | -54.1% | -44.0% |
| 3Y | +13.8% | +19.2% | -5.5% | +4.5% |
| All | +64.6% | +32.6% | +32.0% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling