+9.4%
GEHC vs NDAQ
+25.3%
-16.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | -2.3% | +1.7% | -4.0% | -2.9% |
| 30D | +19.0% | +16.2% | +2.8% | +12.9% |
| 3M | +13.3% | +14.0% | -0.7% | +8.1% |
| 6M | +31.5% | +22.3% | +9.3% | +22.7% |
| YTD | 0.0% | +13.0% | -13.0% | -3.0% |
| 1Y | +9.4% | +24.0% | -14.6% | -1.1% |
| All | +9.4% | +25.3% | -16.0% | -1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling