+22.2%
GEHC vs SNDU
+3.5%
+18.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -15.8% | +22.2% | +6.0% |
| 7D | +13.2% | -48.0% | +61.2% | +11.8% |
| 30D | +30.6% | -66.4% | +97.0% | +28.0% |
| 3M | +22.2% | -58.7% | +80.9% | +20.8% |
| 6M | +40.8% | -68.6% | +109.4% | +34.0% |
| All | +22.2% | +3.5% | +18.7% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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