+15.7%
GEHC vs AEIS
+6.2%
+9.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -11.1% | +17.5% | +6.1% |
| 7D | +13.2% | -12.7% | +25.9% | +12.9% |
| 30D | +30.6% | -28.8% | +59.4% | +30.2% |
| 3M | +22.2% | -38.0% | +60.2% | +21.9% |
| 6M | +40.8% | -45.3% | +86.1% | +43.8% |
| YTD | +4.8% | +1.1% | +3.7% | -0.2% |
| 1Y | +15.7% | +8.6% | +7.1% | +9.0% |
| All | +15.7% | +6.2% | +9.5% | +9.0% |
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