+151.4%
QQQ vs GEHC
+32.6%
+118.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.5% |
| 7D | +3.6% | +0.8% | +2.8% | +3.4% |
| 30D | -6.7% | +21.3% | -28.0% | -10.9% |
| 3M | -7.0% | +12.6% | -19.6% | -9.7% |
| 6M | -4.7% | +34.3% | -39.0% | -12.0% |
| YTD | +11.1% | +1.4% | +9.6% | +10.2% |
| 1Y | +12.3% | +12.5% | -0.2% | +7.8% |
| 3Y | +83.3% | +19.2% | +64.1% | +69.2% |
| All | +151.4% | +32.6% | +118.8% | +125.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling