+23.7%
GEHC vs ARWR
+79.9%
-56.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -15.3% | +17.3% | +4.0% |
| 7D | +5.6% | -17.3% | +23.0% | +8.0% |
| 30D | +27.9% | -21.5% | +49.4% | +31.6% |
| 3M | +17.1% | -43.8% | +61.0% | +25.6% |
| 6M | +32.5% | -32.3% | +64.8% | +37.7% |
| YTD | +2.7% | -25.8% | +28.5% | +4.5% |
| 1Y | +15.3% | +25.5% | -10.3% | +7.9% |
| 3Y | +23.7% | +84.1% | -60.5% | +0.8% |
| All | +23.7% | +79.9% | -56.2% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 3y: compounded portfolio wealth divided by compounded ARWR 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…
3y analysis · Full analysis span regression · 6 months rolling