-85.6%
SMR vs GEHC
+15.6%
-101.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.4% | -10.9% | -5.5% |
| 7D | -9.5% | +13.2% | -22.7% | -11.6% |
| 30D | -33.2% | +30.6% | -63.8% | -36.8% |
| 3M | -45.9% | +22.2% | -68.1% | -48.1% |
| 6M | -57.9% | +40.8% | -98.7% | -62.4% |
| YTD | -63.8% | +4.8% | -68.6% | -62.3% |
| 1Y | -85.6% | +15.7% | -101.3% | -87.3% |
| All | -85.6% | +15.6% | -101.2% | -87.3% |
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