+15.7%
GEHC vs STT
+53.6%
-37.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.2% | +4.2% | +5.8% |
| 7D | +13.2% | -0.1% | +13.3% | +13.2% |
| 30D | +30.6% | -1.7% | +32.3% | +31.1% |
| 3M | +22.2% | -6.4% | +28.6% | +23.7% |
| 6M | +40.8% | +17.7% | +23.1% | +25.4% |
| YTD | +4.8% | +36.9% | -32.0% | -16.2% |
| 1Y | +15.7% | +52.0% | -36.3% | -16.0% |
| All | +15.7% | +53.6% | -37.8% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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