+7.2%
GEHC vs AU
+527.1%
-519.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.5% |
| 7D | -7.2% | -4.3% | -2.9% | -6.7% |
| 30D | -11.6% | +7.3% | -18.9% | -12.3% |
| 3M | -0.8% | +26.3% | -27.2% | -3.8% |
| 6M | -11.9% | +1.8% | -13.7% | -12.7% |
| YTD | -21.9% | +26.8% | -48.8% | -24.8% |
| 1Y | -17.8% | +66.7% | -84.5% | -23.4% |
| 3Y | -3.5% | +579.1% | -582.6% | -25.5% |
| All | +7.2% | +527.1% | -519.9% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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