+165.4%
QQQ vs GEHC
+6.6%
+158.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +0.6% |
| 7D | +1.5% | -5.2% | +6.7% | +2.8% |
| 30D | -0.6% | -7.0% | +6.3% | +1.0% |
| 3M | +0.4% | +3.3% | -2.9% | -1.0% |
| 6M | +20.1% | -10.0% | +30.1% | +22.3% |
| YTD | +17.2% | -18.5% | +35.7% | +22.6% |
| 1Y | +24.7% | -14.4% | +39.1% | +28.1% |
| 3Y | +96.2% | +3.4% | +92.7% | +87.2% |
| All | +165.4% | +6.6% | +158.8% | +150.9% |
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 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