+15.7%
GEHC vs ACI
-18.4%
+34.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.5% | +2.8% | +6.0% |
| 7D | +13.2% | +4.5% | +8.7% | +12.7% |
| 30D | +30.6% | +20.9% | +9.7% | +28.2% |
| 3M | +22.2% | +15.2% | +7.0% | +20.4% |
| 6M | +40.8% | -13.3% | +54.1% | +38.2% |
| YTD | +4.8% | -16.2% | +21.0% | +2.0% |
| 1Y | +15.7% | -16.9% | +32.6% | +12.6% |
| All | +15.7% | -18.4% | +34.1% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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