+13.5%
GEHC vs AMIX
-99.9%
+113.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +11.8% | -9.8% | +1.9% |
| 7D | +5.6% | +1.2% | +4.4% | +5.6% |
| 30D | +27.9% | -45.3% | +73.2% | +28.3% |
| 3M | +17.1% | -83.1% | +100.2% | +18.1% |
| 6M | +32.5% | -76.9% | +109.4% | +30.4% |
| YTD | +2.7% | -85.3% | +87.9% | +0.9% |
| 1Y | +15.3% | -89.8% | +105.1% | +13.3% |
| All | +13.5% | -99.9% | +113.5% | +15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling