+15.7%
GEHC vs AVTR
+37.4%
-21.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.4% | +6.0% | +6.3% |
| 7D | +13.2% | -6.2% | +19.4% | +15.1% |
| 30D | +30.6% | -1.0% | +31.6% | +30.5% |
| 3M | +22.2% | +14.4% | +7.8% | +16.6% |
| 6M | +40.8% | +95.9% | -55.0% | +17.1% |
| YTD | +4.8% | +36.6% | -31.7% | -5.7% |
| 1Y | +15.7% | +35.1% | -19.4% | +4.5% |
| All | +15.7% | +37.4% | -21.7% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling