-11.7%
GEHC vs AMC
-3.6%
-8.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.3% | -5.6% | -1.5% |
| 7D | -4.0% | +2.3% | -6.3% | -4.1% |
| 30D | -2.0% | -0.7% | -1.2% | -2.0% |
| 3M | +8.0% | +35.2% | -27.2% | +3.6% |
| 6M | -12.8% | +124.6% | -137.3% | -21.9% |
| YTD | -15.9% | +69.9% | -85.8% | -22.7% |
| All | -11.7% | -3.6% | -8.1% | -12.5% |
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 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