+12.0%
GEHC vs AU
+547.5%
-535.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.9% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | -7.0% | +12.8% | -19.7% | -8.3% |
| 3M | +3.3% | +28.5% | -25.1% | +0.1% |
| 6M | -10.0% | +4.8% | -14.8% | -11.1% |
| YTD | -18.5% | +31.0% | -49.4% | -21.7% |
| 1Y | -14.4% | +81.4% | -95.8% | -20.9% |
| 3Y | +3.4% | +618.4% | -615.0% | -20.7% |
| All | +12.0% | +547.5% | -535.6% | -18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling