+12.2%
GEHC vs AMIX
-100.0%
+112.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.4% |
| 7D | +0.8% | -9.9% | +10.6% | +0.8% |
| 30D | +21.3% | -52.8% | +74.1% | +21.8% |
| 3M | +12.6% | -80.0% | +92.6% | +13.4% |
| 6M | +34.3% | -80.2% | +114.5% | +32.2% |
| YTD | +1.4% | -88.1% | +89.6% | -0.2% |
| 1Y | +12.5% | -91.1% | +103.5% | +10.7% |
| All | +12.2% | -100.0% | +112.1% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling