+35.8%
ARM vs GEHC
+11.9%
+23.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.4% | -6.1% | -4.7% |
| 7D | +9.1% | +0.8% | +8.3% | +9.1% |
| 30D | -19.9% | +21.3% | -41.3% | -20.6% |
| 3M | -31.6% | +12.6% | -44.2% | -31.9% |
| 6M | -13.9% | +34.3% | -48.2% | -16.4% |
| YTD | +74.3% | +1.4% | +72.9% | +80.8% |
| 1Y | +35.8% | +12.5% | +23.3% | +40.2% |
| All | +35.8% | +11.9% | +23.9% | +40.2% |
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