+7.7%
GEHC vs UUUU
+131.8%
-124.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +4.9% | -1.0% |
| 7D | -7.9% | -5.0% | -2.8% | -7.6% |
| 30D | -11.7% | -7.8% | -3.9% | -11.3% |
| 3M | +0.8% | -0.4% | +1.2% | +0.5% |
| 6M | -11.6% | -32.9% | +21.3% | -10.0% |
| YTD | -21.6% | -6.3% | -15.3% | -23.3% |
| 1Y | -15.3% | +7.9% | -23.2% | -20.3% |
| 3Y | -0.5% | +85.2% | -85.7% | -16.8% |
| All | +7.7% | +131.8% | -124.1% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling