+12.7%
GEHC vs EMB
+0.3%
+12.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.5% |
| 7D | -3.7% | -0.4% | -3.3% | -2.9% |
| 30D | +22.0% | +1.1% | +20.9% | +19.5% |
| 3M | +13.6% | -2.0% | +15.6% | +18.6% |
| 6M | +34.0% | -1.9% | +35.9% | +38.9% |
| YTD | +0.9% | -0.5% | +1.4% | +2.9% |
| 1Y | +12.7% | +0.1% | +12.7% | +12.8% |
| All | +12.7% | +0.3% | +12.5% | +12.8% |
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