+12.5%
GEHC vs SUI
-3.0%
+15.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.9% |
| 7D | +0.8% | -1.5% | +2.3% | +1.6% |
| 30D | +21.3% | +3.7% | +17.6% | +18.6% |
| 3M | +12.6% | -0.4% | +13.0% | +12.6% |
| 6M | +34.3% | -2.8% | +37.1% | +36.0% |
| YTD | +1.4% | -1.6% | +3.0% | +2.2% |
| 1Y | +12.5% | -2.1% | +14.5% | +14.2% |
| All | +12.5% | -3.0% | +15.5% | +14.2% |
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