+39.3%
GEHC vs AVAV
+34.9%
+4.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.2% | +1.6% |
| 7D | +0.8% | +4.2% | -3.4% | +0.4% |
| 30D | +21.3% | -2.6% | +23.9% | +21.2% |
| 3M | +12.6% | -38.0% | +50.5% | +16.2% |
| 6M | +34.3% | -27.0% | +61.3% | +35.7% |
| YTD | +1.4% | -51.4% | +52.8% | +5.4% |
| 1Y | +12.5% | -60.2% | +72.7% | +18.7% |
| 3Y | +19.2% | -6.7% | +25.9% | +11.6% |
| All | +39.3% | +34.9% | +4.3% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling