+7.7%
GEHC vs SPXS
-85.6%
+93.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -0.8% |
| 7D | -7.9% | +6.4% | -14.2% | -5.7% |
| 30D | -11.7% | +6.0% | -17.7% | -9.7% |
| 3M | +0.8% | -11.6% | +12.4% | -3.5% |
| 6M | -11.6% | -28.7% | +17.1% | -21.2% |
| YTD | -21.6% | -26.3% | +4.7% | -28.8% |
| 1Y | -15.3% | -34.9% | +19.6% | -25.9% |
| 3Y | -0.5% | -79.5% | +79.0% | -36.4% |
| All | +7.7% | -85.6% | +93.3% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling