+9.3%
GEHC vs ARWR
+155.5%
-146.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.9% | +0.5% | -2.1% |
| 7D | -7.6% | -3.2% | -4.4% | -7.3% |
| 30D | -10.7% | -6.5% | -4.2% | -10.0% |
| 3M | -1.2% | +12.7% | -13.9% | -3.1% |
| 6M | -13.7% | +36.2% | -49.9% | -17.7% |
| YTD | -20.4% | +24.5% | -44.9% | -23.4% |
| 1Y | -17.0% | +198.0% | -215.0% | -29.1% |
| 3Y | +0.9% | +176.4% | -175.4% | -19.9% |
| All | +9.3% | +155.5% | -146.2% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling