+16.5%
GEHC vs ACWI
+70.3%
-53.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +7.6% | -2.4% | +9.9% | +10.5% |
| 30D | +27.5% | -5.2% | +32.6% | +35.3% |
| 3M | +17.2% | -4.8% | +22.1% | +23.8% |
| 6M | +33.6% | -1.3% | +34.9% | +33.6% |
| YTD | +0.6% | +8.4% | -7.7% | -11.2% |
| 1Y | +11.3% | +11.0% | +0.3% | -5.0% |
| 3Y | +16.5% | +70.6% | -54.1% | -47.2% |
| All | +16.5% | +70.3% | -53.8% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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