+7.2%
GEHC vs AGI
+278.7%
-271.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -7.2% | -2.7% | -4.4% | -6.8% |
| 30D | -11.6% | +7.2% | -18.8% | -12.4% |
| 3M | -0.8% | +4.3% | -5.1% | -1.7% |
| 6M | -11.9% | -27.1% | +15.2% | -8.5% |
| YTD | -21.9% | -6.6% | -15.3% | -22.1% |
| 1Y | -17.8% | +9.5% | -27.4% | -20.3% |
| 3Y | -3.5% | +208.4% | -212.0% | -23.8% |
| All | +7.2% | +278.7% | -271.5% | -23.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling