+1,321.5%
FIX vs GEHC
+6.6%
+1,314.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.0% | +5.4% | +3.2% |
| 7D | +6.1% | -5.2% | +11.2% | +7.6% |
| 30D | -2.7% | -7.0% | +4.3% | -0.8% |
| 3M | -10.9% | +3.3% | -14.3% | -13.2% |
| 6M | +29.0% | -10.0% | +39.0% | +31.9% |
| YTD | +76.9% | -18.5% | +95.4% | +86.5% |
| 1Y | +130.7% | -14.4% | +145.2% | +137.7% |
| 3Y | +790.7% | +3.4% | +787.2% | +746.0% |
| All | +1,321.5% | +6.6% | +1,314.9% | +1,268.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling