+9.3%
GEHC vs AEIS
+213.2%
-203.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.2% |
| 7D | -7.6% | +6.5% | -14.1% | -8.7% |
| 30D | -10.7% | -9.2% | -1.5% | -9.4% |
| 3M | -1.2% | -8.3% | +7.1% | -2.4% |
| 6M | -13.7% | -6.3% | -7.4% | -16.3% |
| YTD | -20.4% | +36.5% | -56.9% | -31.7% |
| 1Y | -17.0% | +84.8% | -101.8% | -36.1% |
| 3Y | +0.9% | +176.6% | -175.6% | -35.5% |
| All | +9.3% | +213.2% | -203.9% | -33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling