+96.9%
PSX vs GEHC
+15.6%
+81.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.4% | -10.9% | -3.8% |
| 7D | -5.2% | +13.2% | -18.3% | -3.9% |
| 30D | -3.7% | +30.6% | -34.3% | -1.1% |
| 3M | +26.8% | +22.2% | +4.6% | +29.5% |
| 6M | +47.3% | +40.8% | +6.5% | +52.7% |
| YTD | +105.4% | +4.8% | +100.6% | +115.8% |
| 1Y | +96.9% | +15.7% | +81.2% | +110.7% |
| All | +96.9% | +15.6% | +81.4% | +110.7% |
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