+47.4%
TER vs GEHC
+11.9%
+35.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.4% | -6.8% | -5.6% |
| 7D | +14.4% | +0.8% | +13.6% | +14.2% |
| 30D | -30.6% | +21.3% | -51.9% | -33.1% |
| 3M | -39.2% | +12.6% | -51.8% | -40.2% |
| 6M | -31.3% | +34.3% | -65.6% | -38.8% |
| YTD | +29.1% | +1.4% | +27.7% | +31.3% |
| 1Y | +47.4% | +12.5% | +35.0% | +44.9% |
| All | +47.4% | +11.9% | +35.5% | +44.9% |
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