+144.9%
TE vs GEHC
-18.2%
+163.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.4% | -5.3% | -7.0% |
| 7D | +0.9% | -7.9% | +8.7% | -0.6% |
| 30D | -16.3% | -11.7% | -4.6% | -18.1% |
| 3M | -40.8% | +0.8% | -41.6% | -40.1% |
| 6M | -42.6% | -11.6% | -31.0% | -42.7% |
| YTD | -31.4% | -21.6% | -9.9% | -33.6% |
| 1Y | +144.9% | -15.3% | +160.2% | +136.0% |
| All | +144.9% | -18.2% | +163.1% | +136.0% |
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 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