+120.5%
RTX vs GEHC
+10.0%
+110.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.5% |
| 7D | -5.2% | -4.0% | -1.2% | -4.6% |
| 30D | -9.4% | -2.0% | -7.4% | -9.1% |
| 3M | +12.3% | +8.0% | +4.3% | +10.7% |
| 6M | -3.1% | -12.8% | +9.6% | -1.6% |
| YTD | +10.7% | -15.9% | +26.6% | +12.8% |
| 1Y | +28.4% | -6.9% | +35.3% | +28.5% |
| 3Y | +147.1% | 0.0% | +147.1% | +141.2% |
| All | +120.5% | +10.0% | +110.5% | +115.0% |
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