-3.1%
GEHC vs FRSH
-46.5%
+43.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -7.9% | -11.2% | +3.3% | -5.7% |
| 30D | -11.7% | -0.8% | -10.9% | -11.7% |
| 3M | +0.8% | +26.4% | -25.6% | -3.7% |
| 6M | -11.6% | +48.4% | -60.0% | -18.5% |
| YTD | -21.6% | -3.1% | -18.5% | -21.5% |
| 1Y | -15.3% | -8.7% | -6.6% | -14.4% |
| All | -3.1% | -46.5% | +43.4% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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