+15.7%
GEHC vs SPMO
+11.0%
+4.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.3% |
| 7D | +13.2% | -8.9% | +22.1% | +12.7% |
| 30D | +30.6% | -13.8% | +44.4% | +29.9% |
| 3M | +22.2% | -12.5% | +34.7% | +21.5% |
| 6M | +40.8% | -1.5% | +42.3% | +30.5% |
| YTD | +4.8% | +11.3% | -6.5% | -9.7% |
| 1Y | +15.7% | +11.5% | +4.3% | 0.0% |
| All | +15.7% | +11.0% | +4.8% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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