+7.7%
GEHC vs NI
+68.8%
-61.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | -7.9% | -0.6% | -7.3% | -7.7% |
| 30D | -11.7% | -1.4% | -10.3% | -11.3% |
| 3M | +0.8% | -10.6% | +11.4% | +4.5% |
| 6M | -11.6% | -9.9% | -1.7% | -8.7% |
| YTD | -21.6% | +1.2% | -22.7% | -22.4% |
| 1Y | -15.3% | +4.4% | -19.7% | -17.3% |
| 3Y | -0.5% | +68.6% | -69.1% | -15.8% |
| All | +7.7% | +68.8% | -61.1% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling