+38.9%
UNP vs GEHC
+11.3%
+27.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.8% |
| 7D | +2.1% | -2.3% | +4.4% | +2.5% |
| 30D | +7.7% | +19.0% | -11.3% | +4.8% |
| 3M | +4.0% | +13.3% | -9.2% | +2.0% |
| 6M | +15.7% | +31.5% | -15.9% | +10.4% |
| YTD | +33.5% | 0.0% | +33.5% | +35.5% |
| 1Y | +38.9% | +9.4% | +29.6% | +38.6% |
| All | +38.9% | +11.3% | +27.7% | +38.6% |
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