+9.3%
GEHC vs FND
-38.6%
+47.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.2% |
| 7D | -7.6% | -0.8% | -6.9% | -7.5% |
| 30D | -10.7% | -19.6% | +8.9% | -5.1% |
| 3M | -1.2% | -4.3% | +3.1% | -1.2% |
| 6M | -13.7% | -20.4% | +6.7% | -9.5% |
| YTD | -20.4% | -21.9% | +1.4% | -16.6% |
| 1Y | -17.0% | -45.2% | +28.1% | -4.2% |
| 3Y | +0.9% | -49.2% | +50.2% | +14.5% |
| All | +9.3% | -38.6% | +47.8% | +13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling