+7.7%
GEHC vs APTV
-52.1%
+59.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.1% | -2.2% |
| 7D | -7.9% | -1.8% | -6.1% | -7.4% |
| 30D | -11.7% | -7.9% | -3.8% | -9.7% |
| 3M | +0.8% | -29.9% | +30.7% | +10.7% |
| 6M | -11.6% | -36.6% | +25.0% | -1.0% |
| YTD | -21.6% | -40.0% | +18.4% | -11.1% |
| 1Y | -15.3% | -44.0% | +28.7% | -1.8% |
| 3Y | -0.5% | -54.5% | +54.0% | +15.8% |
| All | +7.7% | -52.1% | +59.8% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling