+38.2%
GEHC vs EMB
+28.9%
+9.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +7.6% | -0.1% | +7.7% | +7.8% |
| 30D | +27.5% | +1.3% | +26.2% | +25.2% |
| 3M | +17.2% | -2.2% | +19.5% | +21.2% |
| 6M | +33.6% | -2.3% | +35.9% | +38.2% |
| YTD | +0.6% | -0.6% | +1.3% | +1.9% |
| 1Y | +11.3% | +0.5% | +10.8% | +11.0% |
| 3Y | +16.5% | +29.4% | -12.9% | -8.7% |
| All | +38.2% | +28.9% | +9.3% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling