+15.7%
GEHC vs EMB
+0.7%
+15.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.0% | +5.4% | +4.4% |
| 7D | +13.2% | +0.7% | +12.5% | +11.6% |
| 30D | +30.6% | +2.3% | +28.3% | +24.9% |
| 3M | +22.2% | -2.5% | +24.7% | +28.7% |
| 6M | +40.8% | -1.1% | +41.9% | +42.3% |
| YTD | +4.8% | -0.6% | +5.4% | +6.9% |
| 1Y | +15.7% | +0.6% | +15.1% | +15.6% |
| All | +15.7% | +0.7% | +15.0% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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