+19.2%
GEHC vs SPXU
-80.6%
+99.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.9% |
| 7D | +0.8% | -7.6% | +8.3% | -1.9% |
| 30D | +21.3% | +5.3% | +16.0% | +24.4% |
| 3M | +12.6% | +9.6% | +2.9% | +17.5% |
| 6M | +34.3% | -4.5% | +38.8% | +33.6% |
| YTD | +1.4% | -25.9% | +27.3% | -7.5% |
| 1Y | +12.5% | -28.9% | +41.3% | +1.3% |
| 3Y | +19.2% | -80.5% | +99.7% | -32.6% |
| All | +19.2% | -80.6% | +99.8% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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