-4.2%
TLT vs GEHC
-16.2%
+12.0%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.4% |
| 7D | -0.3% | -7.6% | +7.4% | +0.1% |
| 30D | 0.0% | -10.7% | +10.6% | +0.5% |
| 3M | -2.9% | -1.2% | -1.7% | -2.8% |
| 6M | -6.3% | -13.7% | +7.5% | -5.5% |
| YTD | -3.3% | -20.4% | +17.1% | -2.3% |
| 1Y | -4.2% | -17.0% | +12.8% | -2.8% |
| All | -4.2% | -16.2% | +12.0% | -2.8% |
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