+3.4%
GEHC vs ATI
+361.7%
-358.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.8% |
| 7D | -5.2% | +3.2% | -8.3% | -5.7% |
| 30D | -7.0% | -9.0% | +2.0% | -5.6% |
| 3M | +3.3% | +15.1% | -11.8% | -0.2% |
| 6M | -10.0% | +38.1% | -48.1% | -16.5% |
| YTD | -18.5% | +80.7% | -99.1% | -28.1% |
| 1Y | -14.4% | +167.5% | -181.9% | -30.2% |
| 3Y | +3.4% | +366.0% | -362.6% | -21.8% |
| All | +3.4% | +361.7% | -358.3% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling