+103.0%
PSX vs GEHC
-16.2%
+119.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.5% |
| 7D | +1.8% | -7.6% | +9.5% | +1.3% |
| 30D | +21.6% | -10.7% | +32.3% | +20.7% |
| 3M | +46.5% | -1.2% | +47.7% | +46.4% |
| 6M | +62.0% | -13.7% | +75.7% | +63.2% |
| YTD | +106.3% | -20.4% | +126.8% | +110.4% |
| 1Y | +103.0% | -17.0% | +120.0% | +105.8% |
| All | +103.0% | -16.2% | +119.2% | +105.8% |
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