+190.3%
AMZN vs GEHC
+2.1%
+188.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.1% |
| 7D | -0.7% | -7.2% | +6.5% | +1.4% |
| 30D | -3.9% | -11.6% | +7.6% | -0.6% |
| 3M | +6.3% | -0.8% | +7.2% | +5.7% |
| 6M | +20.8% | -11.9% | +32.7% | +23.9% |
| YTD | +11.2% | -21.9% | +33.2% | +18.6% |
| 1Y | +11.7% | -17.8% | +29.5% | +16.7% |
| 3Y | +79.4% | -3.5% | +83.0% | +74.3% |
| All | +190.3% | +2.1% | +188.2% | +175.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling