+366.2%
STX vs GEHC
-16.2%
+382.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -2.5% |
| 7D | +9.6% | -7.6% | +17.2% | +8.0% |
| 30D | +10.6% | -10.7% | +21.3% | +8.4% |
| 3M | +4.8% | -1.2% | +6.0% | +5.6% |
| 6M | +137.3% | -13.7% | +151.0% | +145.8% |
| YTD | +222.5% | -20.4% | +242.9% | +240.3% |
| 1Y | +366.2% | -17.0% | +383.3% | +395.8% |
| All | +366.2% | -16.2% | +382.4% | +395.8% |
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