-3.5%
GEHC vs SOXQ
+232.9%
-236.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.9% |
| 7D | -7.2% | +0.8% | -7.9% | -7.3% |
| 30D | -11.6% | -4.6% | -7.0% | -10.7% |
| 3M | -0.8% | -10.2% | +9.3% | +0.3% |
| 6M | -11.9% | +49.7% | -61.6% | -27.0% |
| YTD | -21.9% | +67.2% | -89.2% | -38.4% |
| 1Y | -17.8% | +98.0% | -115.8% | -39.6% |
| 3Y | -3.5% | +237.2% | -240.7% | -48.0% |
| All | -3.5% | +232.9% | -236.4% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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