-3.1%
GEHC vs SPMO
+154.5%
-157.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.5% |
| 7D | -7.9% | +0.1% | -7.9% | -7.9% |
| 30D | -11.7% | -0.7% | -11.0% | -11.5% |
| 3M | +0.8% | +2.8% | -2.0% | -3.6% |
| 6M | -11.6% | +24.4% | -36.0% | -27.6% |
| YTD | -21.6% | +24.2% | -45.7% | -35.8% |
| 1Y | -15.3% | +24.5% | -39.8% | -30.9% |
| All | -3.1% | +154.5% | -157.5% | -57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling