+40.3%
GEHC vs AMC
-93.8%
+134.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.2% | -0.5% |
| 7D | +3.7% | +5.5% | -1.8% | +3.5% |
| 30D | +27.3% | +16.1% | +11.2% | +26.7% |
| 3M | +14.7% | +43.0% | -28.2% | +13.4% |
| 6M | +31.9% | +130.7% | -98.7% | +27.8% |
| YTD | +2.2% | +121.8% | -119.6% | -1.1% |
| 1Y | +14.1% | +40.7% | -26.6% | +11.5% |
| 3Y | +21.0% | -56.8% | +77.8% | +20.0% |
| All | +40.3% | -93.8% | +134.1% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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