-3.5%
GEHC vs SU
+120.0%
-123.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.3% | -0.5% |
| 7D | -7.2% | +2.2% | -9.4% | -7.6% |
| 30D | -11.6% | +8.4% | -20.0% | -13.0% |
| 3M | -0.8% | +12.1% | -12.9% | -3.2% |
| 6M | -11.9% | +19.7% | -31.6% | -16.7% |
| YTD | -21.9% | +58.4% | -80.4% | -32.7% |
| 1Y | -17.8% | +67.2% | -85.1% | -30.6% |
| 3Y | -3.5% | +125.0% | -128.6% | -25.2% |
| All | -3.5% | +120.0% | -123.5% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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