+16.5%
GEHC vs AVAV
-5.8%
+22.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +10.5% | -12.1% | -2.4% |
| 7D | +7.6% | -10.6% | +18.2% | +8.3% |
| 30D | +27.5% | -18.8% | +46.3% | +29.1% |
| 3M | +17.2% | -34.1% | +51.3% | +20.5% |
| 6M | +33.6% | -35.3% | +68.9% | +36.5% |
| YTD | +0.6% | -53.4% | +54.0% | +5.0% |
| 1Y | +11.3% | -65.6% | +76.9% | +19.3% |
| 3Y | +16.5% | -5.1% | +21.6% | +1.2% |
| All | +16.5% | -5.8% | +22.3% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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