+15.7%
GEHC vs AMIX
-92.3%
+108.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.0% | +9.4% | +6.4% |
| 7D | +13.2% | -25.1% | +38.3% | +13.4% |
| 30D | +30.6% | -54.5% | +85.1% | +31.2% |
| 3M | +22.2% | -91.7% | +113.9% | +23.9% |
| 6M | +40.8% | -79.4% | +120.3% | +35.9% |
| YTD | +4.8% | -86.1% | +90.9% | +0.5% |
| 1Y | +15.7% | -91.6% | +107.3% | +9.9% |
| All | +15.7% | -92.3% | +108.1% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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