+14.5%
FIX vs GEHC
+14.6%
-0.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.0% | +7.4% | +9.7% |
| 7D | -7.2% | +5.6% | -12.9% | -6.2% |
| 30D | -35.1% | +27.9% | -63.0% | -32.9% |
| 3M | -34.3% | +17.1% | -51.4% | -32.4% |
| 6M | -42.9% | +32.5% | -75.5% | -41.1% |
| YTD | +19.5% | +2.7% | +16.8% | +24.1% |
| All | +14.5% | +14.6% | -0.1% | +18.1% |
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