+16.5%
GEHC vs SUI
+15.1%
+1.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.2% | -0.9% |
| 7D | +7.6% | +6.2% | +1.4% | +4.6% |
| 30D | +27.5% | +8.6% | +18.9% | +22.2% |
| 3M | +17.2% | +1.0% | +16.2% | +16.4% |
| 6M | +33.6% | -2.6% | +36.2% | +35.0% |
| YTD | +0.6% | -0.1% | +0.8% | +0.3% |
| 1Y | +11.3% | +0.5% | +10.8% | +10.6% |
| 3Y | +16.5% | +15.3% | +1.2% | +3.2% |
| All | +16.5% | +15.1% | +1.4% | +3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling