-6.9%
GEHC vs AVTR
+16.8%
-23.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.9% |
| 7D | -4.0% | +2.7% | -6.7% | -4.7% |
| 30D | -2.0% | +12.1% | -14.0% | -4.8% |
| 3M | +8.0% | +57.2% | -49.3% | -2.4% |
| 6M | -12.8% | +73.1% | -85.8% | -23.0% |
| YTD | -15.9% | +30.6% | -46.6% | -22.1% |
| 1Y | -6.9% | +13.5% | -20.4% | -13.3% |
| All | -6.9% | +16.8% | -23.7% | -13.3% |
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