+9.3%
GEHC vs SU
+156.5%
-147.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.7% |
| 7D | -7.6% | +1.6% | -9.2% | -7.9% |
| 30D | -10.7% | +10.7% | -21.4% | -12.3% |
| 3M | -1.2% | +13.5% | -14.7% | -3.6% |
| 6M | -13.7% | +21.8% | -35.6% | -18.1% |
| YTD | -20.4% | +58.8% | -79.3% | -29.6% |
| 1Y | -17.0% | +72.0% | -89.1% | -28.4% |
| 3Y | +0.9% | +121.7% | -120.8% | -17.8% |
| All | +9.3% | +156.5% | -147.3% | -13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling