+7.2%
GEHC vs SIRI
-45.2%
+52.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.6% |
| 7D | -7.2% | +0.6% | -7.7% | -7.2% |
| 30D | -11.6% | +2.5% | -14.0% | -12.0% |
| 3M | -0.8% | +6.6% | -7.5% | -1.8% |
| 6M | -11.9% | +32.9% | -44.8% | -16.1% |
| YTD | -21.9% | +50.5% | -72.4% | -27.2% |
| 1Y | -17.8% | +28.0% | -45.8% | -21.5% |
| 3Y | -3.5% | -22.4% | +18.9% | -5.1% |
| All | +7.2% | -45.2% | +52.4% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling