+13.0%
GEHC vs AMIX
-99.9%
+113.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.8% | -9.3% | -0.5% |
| 7D | +3.7% | +11.4% | -7.7% | +3.6% |
| 30D | +27.3% | -40.5% | +67.8% | +27.6% |
| 3M | +14.7% | -80.1% | +94.8% | +15.6% |
| 6M | +31.9% | -74.8% | +106.8% | +29.7% |
| YTD | +2.2% | -84.0% | +86.2% | +0.4% |
| 1Y | +14.1% | -89.7% | +103.8% | +12.1% |
| All | +13.0% | -99.9% | +113.0% | +15.0% |
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