+20.7%
XLK vs GEHC
+15.6%
+5.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | +0.1% |
| 7D | -7.6% | +13.2% | -20.8% | -7.5% |
| 30D | -12.2% | +30.6% | -42.8% | -12.1% |
| 3M | -5.5% | +22.2% | -27.7% | -5.4% |
| 6M | +9.2% | +40.8% | -31.7% | +8.3% |
| YTD | +23.0% | +4.8% | +18.2% | +25.7% |
| 1Y | +20.7% | +15.7% | +5.0% | +20.7% |
| All | +20.7% | +15.6% | +5.2% | +20.7% |
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