+16.5%
GEHC vs FE
+42.7%
-26.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.2% |
| 7D | +7.6% | -1.0% | +8.6% | +7.9% |
| 30D | +27.5% | +4.1% | +23.3% | +26.1% |
| 3M | +17.2% | -1.0% | +18.2% | +17.5% |
| 6M | +33.6% | +4.0% | +29.6% | +31.8% |
| YTD | +0.6% | +6.8% | -6.2% | -1.4% |
| 1Y | +11.3% | +5.3% | +6.0% | +9.4% |
| 3Y | +16.5% | +44.6% | -28.1% | -1.5% |
| All | +16.5% | +42.7% | -26.2% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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