+16.5%
GEHC vs URI
+138.8%
-122.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -2.0% |
| 7D | +7.6% | -9.8% | +17.4% | +10.6% |
| 30D | +27.5% | +1.7% | +25.7% | +26.5% |
| 3M | +17.2% | -9.1% | +26.3% | +19.8% |
| 6M | +33.6% | +9.9% | +23.7% | +27.7% |
| YTD | +0.6% | +31.2% | -30.6% | -11.1% |
| 1Y | +11.3% | +25.9% | -14.6% | -0.2% |
| 3Y | +16.5% | +147.4% | -130.9% | -24.2% |
| All | +16.5% | +138.8% | -122.3% | -24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling