-17.8%
GEHC vs NTR
+39.1%
-56.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -7.2% | -1.3% | -5.9% | -7.2% |
| 30D | -11.6% | +16.8% | -28.3% | -10.5% |
| 3M | -0.8% | +20.7% | -21.6% | +0.8% |
| 6M | -11.9% | +0.5% | -12.4% | -11.5% |
| YTD | -21.9% | +29.2% | -51.1% | -23.4% |
| 1Y | -17.8% | +39.6% | -57.4% | -20.4% |
| All | -17.8% | +39.1% | -56.9% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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