+15.5%
GEHC vs SUI
-3.6%
+19.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -4.0% | -2.8% | -1.2% | -2.8% |
| 30D | -2.0% | -1.2% | -0.8% | -1.5% |
| 3M | +8.0% | -1.7% | +9.7% | +8.9% |
| 6M | -12.8% | -10.5% | -2.3% | -8.8% |
| YTD | -15.9% | -1.8% | -14.1% | -15.4% |
| 1Y | -6.9% | -4.1% | -2.8% | -5.5% |
| 3Y | 0.0% | +11.3% | -11.3% | -5.3% |
| All | +15.5% | -3.6% | +19.0% | +8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling