+17.2%
XLI vs GEHC
-4.8%
+22.0%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.5% |
| 7D | -1.1% | -4.0% | +2.9% | -0.6% |
| 30D | -5.9% | -2.0% | -4.0% | -5.8% |
| 3M | -0.3% | +8.0% | -8.2% | -1.5% |
| 6M | +0.1% | -12.8% | +12.9% | +2.9% |
| YTD | +13.6% | -15.9% | +29.5% | +17.1% |
| 1Y | +17.2% | -6.9% | +24.1% | +18.7% |
| All | +17.2% | -4.8% | +22.0% | +18.7% |
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 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