+39.3%
GEHC vs AR
+16.0%
+23.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.4% | +1.4% |
| 7D | +0.8% | +7.4% | -6.6% | 0.0% |
| 30D | +21.3% | +5.8% | +15.6% | +20.3% |
| 3M | +12.6% | +5.2% | +7.4% | +11.5% |
| 6M | +34.3% | +5.4% | +28.8% | +32.7% |
| YTD | +1.4% | +12.4% | -11.0% | -1.5% |
| 1Y | +12.5% | +12.8% | -0.4% | +9.0% |
| 3Y | +19.2% | +47.2% | -28.0% | +10.7% |
| All | +39.3% | +16.0% | +23.3% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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