+39.3%
GEHC vs ACWI
+90.7%
-51.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.7% |
| 7D | +0.8% | +2.4% | -1.7% | -1.9% |
| 30D | +21.3% | -1.7% | +23.0% | +23.4% |
| 3M | +12.6% | -3.9% | +16.5% | +17.5% |
| 6M | +34.3% | +0.8% | +33.5% | +31.4% |
| YTD | +1.4% | +11.0% | -9.6% | -12.2% |
| 1Y | +12.5% | +13.1% | -0.6% | -4.9% |
| 3Y | +19.2% | +73.9% | -54.7% | -38.4% |
| All | +39.3% | +90.7% | -51.5% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling