+38.2%
GEHC vs AR
+8.0%
+30.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | +7.6% | -14.3% | +21.8% | +9.4% |
| 30D | +27.5% | +1.4% | +26.0% | +26.9% |
| 3M | +17.2% | +3.4% | +13.9% | +16.3% |
| 6M | +33.6% | -2.1% | +35.7% | +33.1% |
| YTD | +0.6% | +4.7% | -4.1% | -1.4% |
| 1Y | +11.3% | +10.6% | +0.7% | +7.8% |
| 3Y | +16.5% | +24.6% | -8.1% | +10.0% |
| All | +38.2% | +8.0% | +30.2% | +36.4% |
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