+15.7%
GEHC vs AMRZ
-11.5%
+27.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.2% | +1.2% | +4.7% |
| 7D | +13.2% | +10.3% | +2.9% | +9.8% |
| 30D | +30.6% | +18.7% | +11.9% | +23.8% |
| 3M | +22.2% | -14.6% | +36.8% | +27.5% |
| 6M | +40.8% | -12.9% | +53.7% | +44.3% |
| YTD | +4.8% | -17.4% | +22.2% | +8.6% |
| 1Y | +15.7% | -12.3% | +28.0% | +16.0% |
| All | +15.7% | -11.5% | +27.2% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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