+1,335.2%
STX vs GEHC
+1.7%
+1,333.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.6% | +6.6% |
| 7D | +2.4% | -4.0% | +6.3% | +3.3% |
| 30D | +1.4% | -2.0% | +3.4% | +1.7% |
| 3M | -8.2% | +8.0% | -16.2% | -11.4% |
| 6M | +127.0% | -12.8% | +139.8% | +136.6% |
| YTD | +209.1% | -15.9% | +225.1% | +226.0% |
| 1Y | +365.4% | -6.9% | +372.3% | +365.7% |
| All | +1,335.2% | +1.7% | +1,333.5% | +1,305.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling