+12.7%
GEHC vs ATI
+91.4%
-78.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -1.5% |
| 7D | -3.7% | +4.7% | -8.5% | -4.1% |
| 30D | +22.0% | -0.2% | +22.2% | +21.9% |
| 3M | +13.6% | -18.5% | +32.1% | +16.1% |
| 6M | +34.0% | +16.4% | +17.7% | +25.0% |
| YTD | +0.9% | +63.4% | -62.5% | -10.3% |
| 1Y | +12.7% | +91.5% | -78.8% | -2.2% |
| All | +12.7% | +91.4% | -78.6% | -2.2% |
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