-6.9%
GEHC vs FITB
+23.7%
-30.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.2% |
| 7D | -4.0% | +0.6% | -4.6% | -4.2% |
| 30D | -2.0% | -4.7% | +2.8% | -0.2% |
| 3M | +8.0% | +6.7% | +1.3% | +4.4% |
| 6M | -12.8% | +12.6% | -25.3% | -18.2% |
| YTD | -15.9% | +19.1% | -35.0% | -23.5% |
| 1Y | -6.9% | +22.6% | -29.6% | -22.0% |
| All | -6.9% | +23.7% | -30.6% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 1y: compounded portfolio wealth divided by compounded FITB 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…
1y analysis · Full analysis span regression · 6 months rolling