+38.6%
GEHC vs IAU
+121.4%
-82.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.1% | -1.1% |
| 7D | -3.7% | -2.0% | -1.8% | -3.4% |
| 30D | +22.0% | -4.4% | +26.4% | +22.8% |
| 3M | +13.6% | -8.9% | +22.5% | +15.1% |
| 6M | +34.0% | -15.9% | +50.0% | +37.7% |
| YTD | +0.9% | -7.8% | +8.7% | +1.0% |
| 1Y | +12.7% | -3.8% | +16.5% | +11.8% |
| 3Y | +19.4% | +104.3% | -84.9% | -1.5% |
| All | +38.6% | +121.4% | -82.9% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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