+87.6%
SMH vs GEHC
-15.7%
+103.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.5% |
| 7D | +0.3% | -7.2% | +7.4% | +0.5% |
| 30D | -2.8% | -11.6% | +8.8% | -2.4% |
| 3M | -6.7% | -0.8% | -5.9% | -6.8% |
| 6M | +41.8% | -11.9% | +53.7% | +45.7% |
| YTD | +57.9% | -21.9% | +79.8% | +66.5% |
| 1Y | +87.6% | -17.8% | +105.5% | +91.1% |
| All | +87.6% | -15.7% | +103.3% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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