-14.4%
GEHC vs STT
+74.0%
-88.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.7% |
| 7D | -5.2% | +2.2% | -7.4% | -5.7% |
| 30D | -7.0% | +3.9% | -10.9% | -8.1% |
| 3M | +3.3% | +19.2% | -15.9% | -5.3% |
| 6M | -10.0% | +60.4% | -70.4% | -29.6% |
| YTD | -18.5% | +51.5% | -69.9% | -35.2% |
| 1Y | -14.4% | +76.3% | -90.7% | -36.3% |
| All | -14.4% | +74.0% | -88.4% | -36.3% |
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