+6.8%
XEL vs GEHC
-15.7%
+22.5%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | -0.3% | -7.2% | +6.9% | -0.1% |
| 30D | -3.9% | -11.6% | +7.6% | -3.6% |
| 3M | -2.8% | -0.8% | -2.0% | -2.9% |
| 6M | -5.4% | -11.9% | +6.5% | -5.4% |
| YTD | +3.8% | -21.9% | +25.7% | +3.6% |
| 1Y | +6.8% | -17.8% | +24.7% | +8.1% |
| All | +6.8% | -15.7% | +22.5% | +8.1% |
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