+15.7%
GEHC vs SUI
+1.6%
+14.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.2% | +1.2% | +3.7% |
| 7D | +13.2% | +10.0% | +3.1% | +8.0% |
| 30D | +30.6% | +8.4% | +22.2% | +24.8% |
| 3M | +22.2% | +0.7% | +21.5% | +21.6% |
| 6M | +40.8% | -0.9% | +41.8% | +41.0% |
| YTD | +4.8% | +0.6% | +4.2% | +4.7% |
| 1Y | +15.7% | +0.8% | +15.0% | +16.6% |
| All | +15.7% | +1.6% | +14.1% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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