+19.2%
GEHC vs SN
+440.0%
-420.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.4% | +0.7% |
| 7D | +0.8% | +1.5% | -0.8% | +0.3% |
| 30D | +21.3% | +21.5% | -0.2% | +15.0% |
| 3M | +12.6% | +20.0% | -7.5% | +6.8% |
| 6M | +34.3% | +119.9% | -85.6% | +6.9% |
| YTD | +1.4% | +102.3% | -100.9% | -17.9% |
| 1Y | +12.5% | +148.0% | -135.5% | -14.0% |
| 3Y | +19.2% | +450.0% | -430.8% | -24.2% |
| All | +19.2% | +440.0% | -420.8% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 3y: compounded portfolio wealth divided by compounded SN 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…
3y analysis · Full analysis span regression · 6 months rolling