+11.3%
GEHC vs AMC
+24.6%
-13.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.6% | -1.8% |
| 7D | +7.6% | +2.6% | +5.0% | +7.4% |
| 30D | +27.5% | +9.0% | +18.4% | +26.8% |
| 3M | +17.2% | +22.2% | -4.9% | +15.6% |
| 6M | +33.6% | +91.5% | -57.9% | +23.1% |
| YTD | +0.6% | +101.3% | -100.6% | -8.1% |
| 1Y | +11.3% | +20.8% | -9.5% | +7.4% |
| All | +11.3% | +24.6% | -13.3% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling