+19.2%
GEHC vs ARWR
+79.8%
-60.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.3% |
| 7D | +0.8% | -17.8% | +18.6% | +3.1% |
| 30D | +21.3% | -18.1% | +39.5% | +24.2% |
| 3M | +12.6% | -44.2% | +56.7% | +20.8% |
| 6M | +34.3% | -38.6% | +72.9% | +41.5% |
| YTD | +1.4% | -28.0% | +29.5% | +3.7% |
| 1Y | +12.5% | +16.1% | -3.7% | +6.4% |
| 3Y | +19.2% | +84.0% | -64.8% | -2.6% |
| All | +19.2% | +79.8% | -60.6% | -2.6% |
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