+22.8%
TEAM vs GEHC
+2.6%
+20.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.6% |
| 7D | -7.8% | -7.9% | +0.1% | -4.8% |
| 30D | +16.5% | -11.7% | +28.2% | +22.2% |
| 3M | +96.2% | +0.8% | +95.4% | +96.4% |
| 6M | +130.2% | -11.6% | +141.8% | +139.3% |
| YTD | +10.7% | -21.6% | +32.3% | +20.1% |
| 1Y | +3.0% | -15.3% | +18.3% | +7.9% |
| 3Y | -13.1% | -0.5% | -12.6% | -19.0% |
| All | +22.8% | +2.6% | +20.2% | +12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling