+15.7%
GEHC vs URI
+33.3%
-17.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.4% | +10.8% | +6.9% |
| 7D | +13.2% | -4.3% | +17.5% | +13.7% |
| 30D | +30.6% | +4.6% | +26.0% | +29.6% |
| 3M | +22.2% | -2.1% | +24.3% | +22.3% |
| 6M | +40.8% | +21.9% | +18.9% | +35.0% |
| YTD | +4.8% | +39.7% | -34.9% | -4.6% |
| 1Y | +15.7% | +32.9% | -17.1% | +8.1% |
| All | +15.7% | +33.3% | -17.6% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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