-48.8%
SE vs GEHC
+15.6%
-64.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.4% | -1.9% | +2.6% |
| 7D | +6.7% | +13.2% | -6.5% | +3.1% |
| 30D | -17.2% | +30.6% | -47.8% | -23.2% |
| 3M | -28.0% | +22.2% | -50.2% | -32.0% |
| 6M | -6.1% | +40.8% | -46.9% | -15.3% |
| YTD | -37.1% | +4.8% | -42.0% | -39.2% |
| 1Y | -48.8% | +15.7% | -64.5% | -48.8% |
| All | -48.8% | +15.6% | -64.3% | -48.8% |
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