+33.6%
GEHC vs URI
+12.1%
+21.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -1.7% |
| 7D | +7.6% | -9.8% | +17.4% | +7.7% |
| 30D | +27.5% | +1.7% | +25.7% | +27.2% |
| 3M | +17.2% | -9.1% | +26.3% | +16.9% |
| 6M | +33.6% | +9.9% | +23.7% | +29.6% |
| All | +33.6% | +12.1% | +21.5% | +29.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling