+29.8%
AEM vs GEHC
-18.2%
+48.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.6% |
| 7D | -5.0% | -7.9% | +2.8% | -3.4% |
| 30D | +8.5% | -11.7% | +20.2% | +11.3% |
| 3M | +29.3% | +0.8% | +28.5% | +29.1% |
| 6M | -12.9% | -11.6% | -1.3% | -10.1% |
| YTD | +16.8% | -21.6% | +38.3% | +21.8% |
| 1Y | +29.8% | -15.3% | +45.1% | +33.9% |
| All | +29.8% | -18.2% | +48.1% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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