+39.3%
GEHC vs NDAQ
+81.9%
-42.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +0.8% | +1.3% | -0.5% | +0.2% |
| 30D | +21.3% | +18.0% | +3.4% | +12.6% |
| 3M | +12.6% | +11.5% | +1.0% | +7.0% |
| 6M | +34.3% | +21.1% | +13.2% | +22.7% |
| YTD | +1.4% | +12.8% | -11.4% | -4.6% |
| 1Y | +12.5% | +25.7% | -13.2% | +0.1% |
| 3Y | +19.2% | +116.8% | -97.6% | -11.7% |
| All | +39.3% | +81.9% | -42.6% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling