+14.1%
GEHC vs STLD
+56.0%
-41.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.8% | -4.2% | -0.9% |
| 7D | +3.7% | -4.7% | +8.4% | +4.1% |
| 30D | +27.3% | -0.9% | +28.3% | +27.2% |
| 3M | +14.7% | -11.9% | +26.6% | +16.3% |
| 6M | +31.9% | +0.9% | +31.0% | +29.0% |
| YTD | +2.2% | +40.4% | -38.2% | -11.1% |
| 1Y | +14.1% | +56.6% | -42.5% | -5.6% |
| All | +14.1% | +56.0% | -41.9% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 1y: compounded portfolio wealth divided by compounded STLD 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…
1y analysis · Full analysis span regression · 6 months rolling