-3.5%
GEHC vs NTRA
+507.7%
-511.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.6% |
| 7D | -7.2% | +0.2% | -7.4% | -7.2% |
| 30D | -11.6% | +4.1% | -15.7% | -12.2% |
| 3M | -0.8% | +50.0% | -50.9% | -8.9% |
| 6M | -11.9% | +67.3% | -79.2% | -21.4% |
| YTD | -21.9% | +43.6% | -65.5% | -28.6% |
| 1Y | -17.8% | +89.2% | -107.1% | -29.2% |
| 3Y | -3.5% | +502.5% | -506.1% | -35.1% |
| All | -3.5% | +507.7% | -511.2% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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