+23.7%
GEHC vs NDAQ
+117.2%
-93.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.3% |
| 7D | +5.6% | -0.1% | +5.7% | +5.7% |
| 30D | +27.9% | +15.9% | +12.0% | +18.1% |
| 3M | +17.1% | +15.1% | +2.1% | +8.4% |
| 6M | +32.5% | +22.9% | +9.7% | +17.9% |
| YTD | +2.7% | +12.8% | -10.2% | -4.2% |
| 1Y | +15.3% | +26.0% | -10.7% | -0.5% |
| 3Y | +23.7% | +119.7% | -96.0% | -23.8% |
| All | +23.7% | +117.2% | -93.6% | -23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling