+38.6%
GEHC vs SUI
-3.5%
+42.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.4% | -0.9% |
| 7D | -3.7% | -2.4% | -1.3% | -2.7% |
| 30D | +22.0% | +3.3% | +18.7% | +20.1% |
| 3M | +13.6% | +0.7% | +12.9% | +13.1% |
| 6M | +34.0% | -4.1% | +38.2% | +36.1% |
| YTD | +0.9% | -1.8% | +2.7% | +1.4% |
| 1Y | +12.7% | -4.1% | +16.8% | +14.3% |
| 3Y | +19.4% | +17.4% | +2.0% | +11.6% |
| All | +38.6% | -3.5% | +42.1% | +29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling