-3.1%
GEHC vs AON
-5.9%
+2.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.7% |
| 7D | -7.9% | -5.9% | -2.0% | -6.3% |
| 30D | -11.7% | -13.7% | +2.0% | -8.2% |
| 3M | +0.8% | -8.3% | +9.1% | +3.1% |
| 6M | -11.6% | -3.6% | -7.9% | -10.9% |
| YTD | -21.6% | -12.4% | -9.2% | -19.0% |
| 1Y | -15.3% | -14.6% | -0.7% | -12.0% |
| All | -3.1% | -5.9% | +2.9% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 3y: compounded portfolio wealth divided by compounded AON 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…
3y analysis · Full analysis span regression · 6 months rolling