+11.3%
GEHC vs AMIX
-91.4%
+102.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +7.6% | -16.0% | +23.6% | +7.7% |
| 30D | +27.5% | -55.4% | +82.9% | +28.1% |
| 3M | +17.2% | -87.5% | +104.7% | +18.7% |
| 6M | +33.6% | -81.2% | +114.8% | +29.1% |
| YTD | +0.6% | -86.8% | +87.5% | -3.3% |
| 1Y | +11.3% | -91.6% | +102.9% | +6.3% |
| All | +11.3% | -91.4% | +102.7% | +6.3% |
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