+12.0%
GEHC vs UUUU
+148.6%
-136.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.1% | -3.1% |
| 7D | -5.2% | +2.8% | -8.0% | -5.3% |
| 30D | -7.0% | +3.4% | -10.4% | -7.2% |
| 3M | +3.3% | -3.9% | +7.2% | +3.3% |
| 6M | -10.0% | -23.2% | +13.2% | -9.1% |
| YTD | -18.5% | +0.6% | -19.0% | -20.6% |
| 1Y | -14.4% | +22.9% | -37.3% | -20.3% |
| 3Y | +3.4% | +98.6% | -95.2% | -13.9% |
| All | +12.0% | +148.6% | -136.7% | -6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling