+440.1%
SMH vs GEHC
+10.0%
+430.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +3.0% |
| 7D | +2.5% | -4.0% | +6.5% | +3.8% |
| 30D | -0.5% | -2.0% | +1.5% | 0.0% |
| 3M | -9.6% | +8.0% | -17.6% | -13.2% |
| 6M | +42.1% | -12.8% | +54.8% | +47.7% |
| YTD | +57.4% | -15.9% | +73.4% | +65.5% |
| 1Y | +96.2% | -6.9% | +103.1% | +96.6% |
| 3Y | +267.9% | 0.0% | +268.0% | +250.5% |
| All | +440.1% | +10.0% | +430.1% | +401.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling