-6.9%
GEHC vs FND
-36.4%
+29.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -1.7% |
| 7D | -4.0% | -5.2% | +1.2% | -2.6% |
| 30D | -2.0% | -19.9% | +17.9% | +4.3% |
| 3M | +8.0% | +2.7% | +5.3% | +4.9% |
| 6M | -12.8% | -21.7% | +8.9% | -7.6% |
| YTD | -15.9% | -17.5% | +1.6% | -14.2% |
| 1Y | -6.9% | -39.3% | +32.4% | +6.9% |
| All | -6.9% | -36.4% | +29.4% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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