+17.5%
GEHC vs AVAV
-1.1%
+18.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +1.9% | -0.7% |
| 7D | -2.3% | +18.4% | -20.7% | -3.5% |
| 30D | +19.0% | -4.9% | +24.0% | +19.2% |
| 3M | +13.3% | -37.7% | +50.9% | +17.0% |
| 6M | +31.5% | -28.4% | +60.0% | +33.3% |
| YTD | 0.0% | -50.0% | +50.0% | +3.8% |
| 1Y | +9.4% | -62.6% | +72.0% | +16.4% |
| All | +17.5% | -1.1% | +18.7% | +7.4% |
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