+15.7%
GEHC vs SIMO
+94.5%
-78.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -9.6% | +16.0% | +5.2% |
| 7D | +13.2% | -16.9% | +30.1% | +11.0% |
| 30D | +30.6% | -35.4% | +66.0% | +24.8% |
| 3M | +22.2% | -31.9% | +54.1% | +18.4% |
| 6M | +40.8% | -19.3% | +60.1% | +41.5% |
| YTD | +4.8% | +98.5% | -93.6% | +5.3% |
| 1Y | +15.7% | +100.5% | -84.8% | +15.7% |
| All | +15.7% | +94.5% | -78.7% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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