-3.5%
GEHC vs NI
+68.9%
-72.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -7.2% | 0.0% | -7.2% | -7.2% |
| 30D | -11.6% | -1.4% | -10.2% | -11.2% |
| 3M | -0.8% | -10.6% | +9.7% | +2.9% |
| 6M | -11.9% | -9.3% | -2.6% | -9.2% |
| YTD | -21.9% | +1.1% | -23.1% | -22.9% |
| 1Y | -17.8% | +3.4% | -21.2% | -19.6% |
| 3Y | -3.5% | +67.9% | -71.4% | -19.8% |
| All | -3.5% | +68.9% | -72.5% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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