+12.0%
GEHC vs SPXS
-86.1%
+98.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.7% | -2.4% |
| 7D | -5.2% | -1.5% | -3.6% | -5.7% |
| 30D | -7.0% | +3.7% | -10.6% | -5.6% |
| 3M | +3.3% | -9.6% | +12.9% | -0.1% |
| 6M | -10.0% | -32.4% | +22.4% | -21.3% |
| YTD | -18.5% | -28.7% | +10.2% | -26.8% |
| 1Y | -14.4% | -38.1% | +23.7% | -26.5% |
| 3Y | +3.4% | -80.1% | +83.5% | -34.7% |
| All | +12.0% | -86.1% | +98.1% | -37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling