-6.9%
GEHC vs IAG
+119.5%
-126.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.1% |
| 7D | -4.0% | -0.5% | -3.5% | -4.0% |
| 30D | -2.0% | +28.9% | -30.9% | -3.1% |
| 3M | +8.0% | +19.1% | -11.2% | +7.2% |
| 6M | -12.8% | -10.3% | -2.5% | -12.8% |
| YTD | -15.9% | +24.2% | -40.1% | -16.6% |
| 1Y | -6.9% | +116.5% | -123.4% | -10.1% |
| All | -6.9% | +119.5% | -126.4% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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