+12.7%
GEHC vs NDAQ
+26.4%
-13.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.1% |
| 7D | -3.7% | 0.0% | -3.7% | -3.7% |
| 30D | +22.0% | +16.3% | +5.7% | +15.6% |
| 3M | +13.6% | +15.8% | -2.2% | +7.7% |
| 6M | +34.0% | +24.8% | +9.2% | +24.1% |
| YTD | +0.9% | +14.1% | -13.2% | -2.5% |
| 1Y | +12.7% | +26.5% | -13.8% | +0.5% |
| All | +12.7% | +26.4% | -13.7% | +0.5% |
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