+62.9%
RSP vs GEHC
+10.0%
+53.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.8% | -0.2% |
| 7D | -0.8% | -4.0% | +3.2% | +0.2% |
| 30D | -0.3% | -2.0% | +1.6% | +0.1% |
| 3M | +4.3% | +8.0% | -3.7% | +1.9% |
| 6M | +8.8% | -12.8% | +21.6% | +11.8% |
| YTD | +15.3% | -15.9% | +31.2% | +19.3% |
| 1Y | +18.3% | -6.9% | +25.2% | +18.9% |
| 3Y | +52.8% | 0.0% | +52.8% | +48.1% |
| All | +62.9% | +10.0% | +53.0% | +53.6% |
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