+9.3%
GEHC vs SOXQ
+349.2%
-339.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.5% |
| 7D | -7.6% | +5.2% | -12.9% | -8.8% |
| 30D | -10.7% | -0.5% | -10.1% | -10.7% |
| 3M | -1.2% | -5.6% | +4.4% | -1.7% |
| 6M | -13.7% | +53.0% | -66.8% | -28.9% |
| YTD | -20.4% | +68.8% | -89.2% | -37.1% |
| 1Y | -17.0% | +105.7% | -122.8% | -39.6% |
| 3Y | +0.9% | +240.5% | -239.5% | -42.7% |
| All | +9.3% | +349.2% | -339.9% | -46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling