+9.3%
GEHC vs NDAQ
+57.5%
-48.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.0% |
| 7D | -7.6% | -1.6% | -6.1% | -7.0% |
| 30D | -10.7% | -1.5% | -9.2% | -10.1% |
| 3M | -1.2% | +8.0% | -9.3% | -4.8% |
| 6M | -13.7% | +7.7% | -21.5% | -17.1% |
| YTD | -20.4% | -2.3% | -18.1% | -20.1% |
| 1Y | -17.0% | +0.6% | -17.6% | -18.0% |
| 3Y | +0.9% | +90.9% | -90.0% | -20.5% |
| All | +9.3% | +57.5% | -48.2% | -11.7% |
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