+15.5%
GEHC vs NDAQ
+61.9%
-46.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -0.4% |
| 7D | -4.0% | -2.4% | -1.5% | -3.0% |
| 30D | -2.0% | +2.5% | -4.4% | -3.1% |
| 3M | +8.0% | +9.9% | -1.9% | +3.3% |
| 6M | -12.8% | +9.4% | -22.2% | -16.7% |
| YTD | -15.9% | +0.4% | -16.3% | -16.6% |
| 1Y | -6.9% | +4.0% | -11.0% | -9.4% |
| 3Y | 0.0% | +94.4% | -94.4% | -22.2% |
| All | +15.5% | +61.9% | -46.5% | -7.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling