+23.7%
GEHC vs FDX
+70.4%
-46.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.5% | -1.5% | +0.8% |
| 7D | +5.6% | +0.2% | +5.4% | +5.6% |
| 30D | +27.9% | +9.3% | +18.6% | +24.0% |
| 3M | +17.1% | +0.5% | +16.7% | +16.8% |
| 6M | +32.5% | +5.3% | +27.2% | +29.4% |
| YTD | +2.7% | +38.6% | -35.9% | -9.7% |
| 1Y | +15.3% | +53.5% | -38.3% | -2.4% |
| 3Y | +23.7% | +74.2% | -50.6% | -13.3% |
| All | +23.7% | +70.4% | -46.8% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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