+1,702.5%
STX vs GEHC
+10.0%
+1,692.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -11.3% |
| 6M | +127.0% | -12.8% | +139.8% | +135.0% |
| YTD | +209.1% | -15.9% | +225.1% | +223.4% |
| 1Y | +365.4% | -6.9% | +372.3% | +365.5% |
| 3Y | +1,135.4% | 0.0% | +1,135.4% | +1,107.3% |
| All | +1,702.5% | +10.0% | +1,692.5% | +1,596.4% |
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