-15.3%
GEHC vs NDAQ
-1.8%
-13.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -0.6% |
| 7D | -7.9% | -6.8% | -1.1% | -5.5% |
| 30D | -11.7% | -3.2% | -8.5% | -10.7% |
| 3M | +0.8% | +6.5% | -5.7% | -1.1% |
| 6M | -11.6% | +5.7% | -17.3% | -13.5% |
| YTD | -21.6% | -4.6% | -16.9% | -19.4% |
| 1Y | -15.3% | -1.6% | -13.7% | -14.3% |
| All | -15.3% | -1.8% | -13.5% | -14.3% |
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