+12.7%
GEHC vs AME
+22.0%
-9.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.8% | -1.4% |
| 7D | -3.7% | +1.1% | -4.8% | -4.0% |
| 30D | +22.0% | -4.1% | +26.1% | +22.7% |
| 3M | +13.6% | -6.3% | +19.9% | +15.0% |
| 6M | +34.0% | +3.5% | +30.5% | +29.2% |
| YTD | +0.9% | +17.3% | -16.4% | -12.3% |
| 1Y | +12.7% | +22.0% | -9.3% | -5.3% |
| All | +12.7% | +22.0% | -9.3% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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