+15.7%
GEHC vs AGI
-1.1%
+16.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.8% | -4.4% | +5.2% |
| 7D | +13.2% | -5.3% | +18.4% | +13.5% |
| 30D | +30.6% | -7.1% | +37.8% | +31.1% |
| 3M | +22.2% | +4.4% | +17.8% | +21.2% |
| 6M | +40.8% | -23.0% | +63.8% | +44.5% |
| YTD | +4.8% | -22.0% | +26.8% | +8.3% |
| 1Y | +15.7% | +0.3% | +15.4% | +17.5% |
| All | +15.7% | -1.1% | +16.8% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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