+76.1%
PCAR vs GEHC
+31.6%
+44.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.0% |
| 7D | +0.1% | +7.6% | -7.5% | -1.9% |
| 30D | -4.6% | +27.5% | -32.0% | -10.9% |
| 3M | -22.6% | +17.2% | -39.8% | -26.1% |
| 6M | -12.0% | +33.6% | -45.6% | -19.6% |
| YTD | -6.1% | +0.6% | -6.7% | -6.9% |
| 1Y | +6.3% | +11.3% | -5.0% | +2.2% |
| 3Y | +31.8% | +16.5% | +15.3% | +25.0% |
| All | +76.1% | +31.6% | +44.5% | +64.5% |
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