+21.0%
GEHC vs SUI
+17.8%
+3.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | +3.7% | +3.4% | +0.3% | +2.1% |
| 30D | +27.3% | +4.6% | +22.7% | +24.3% |
| 3M | +14.7% | +1.6% | +13.2% | +13.6% |
| 6M | +31.9% | -3.5% | +35.4% | +33.9% |
| YTD | +2.2% | -1.0% | +3.2% | +2.3% |
| 1Y | +14.1% | -1.7% | +15.8% | +14.6% |
| 3Y | +21.0% | +18.4% | +2.6% | +7.6% |
| All | +21.0% | +17.8% | +3.2% | +7.6% |
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 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