-17.8%
GEHC vs AGI
+9.2%
-27.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -7.2% | -2.7% | -4.4% | -6.9% |
| 30D | -11.6% | +7.2% | -18.8% | -12.2% |
| 3M | -0.8% | +4.3% | -5.1% | -1.3% |
| 6M | -11.9% | -27.1% | +15.2% | -8.8% |
| YTD | -21.9% | -6.6% | -15.3% | -21.0% |
| 1Y | -17.8% | +9.5% | -27.4% | -20.4% |
| All | -17.8% | +9.2% | -27.1% | -20.4% |
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