+15.5%
GEHC vs AMC
-95.3%
+110.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.3% | -5.6% | -1.4% |
| 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% | +6.5% |
| 6M | -12.8% | +124.6% | -137.3% | -15.4% |
| YTD | -15.9% | +69.9% | -85.8% | -17.9% |
| 1Y | -6.9% | -2.6% | -4.3% | -8.1% |
| 3Y | 0.0% | -79.8% | +79.7% | +0.4% |
| All | +15.5% | -95.3% | +110.7% | +17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling