+7.2%
GEHC vs SPXU
-86.2%
+93.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -1.4% |
| 7D | -7.2% | +2.5% | -9.6% | -6.3% |
| 30D | -11.6% | +4.2% | -15.7% | -10.1% |
| 3M | -0.8% | -9.3% | +8.4% | -4.1% |
| 6M | -11.9% | -30.7% | +18.8% | -22.3% |
| YTD | -21.9% | -28.1% | +6.2% | -29.8% |
| 1Y | -17.8% | -35.2% | +17.4% | -28.3% |
| 3Y | -3.5% | -79.9% | +76.4% | -39.0% |
| All | +7.2% | -86.2% | +93.3% | -39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling