-6.9%
GEHC vs AEIS
+93.3%
-100.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.3% |
| 7D | -4.0% | +3.0% | -7.0% | -4.0% |
| 30D | -2.0% | -14.6% | +12.7% | -1.7% |
| 3M | +8.0% | -12.4% | +20.4% | +7.6% |
| 6M | -12.8% | -15.0% | +2.2% | -13.2% |
| YTD | -15.9% | +34.3% | -50.2% | -20.8% |
| 1Y | -6.9% | +87.4% | -94.3% | -14.7% |
| All | -6.9% | +93.3% | -100.2% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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