-15.3%
GEHC vs ATI
+163.6%
-178.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.7% | +2.2% | -1.0% |
| 7D | -7.9% | -2.7% | -5.2% | -7.5% |
| 30D | -11.7% | -13.5% | +1.8% | -10.1% |
| 3M | +0.8% | +8.5% | -7.7% | -1.8% |
| 6M | -11.6% | +25.2% | -36.8% | -18.3% |
| YTD | -21.6% | +73.4% | -95.0% | -30.4% |
| 1Y | -15.3% | +160.5% | -175.8% | -29.1% |
| All | -15.3% | +163.6% | -178.9% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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