+12.0%
GEHC vs NTRA
+745.4%
-733.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.8% |
| 7D | -5.2% | +1.1% | -6.2% | -5.3% |
| 30D | -7.0% | +0.6% | -7.6% | -7.1% |
| 3M | +3.3% | +51.8% | -48.5% | -3.8% |
| 6M | -10.0% | +63.6% | -73.6% | -17.7% |
| YTD | -18.5% | +41.5% | -60.0% | -24.0% |
| 1Y | -14.4% | +93.6% | -108.0% | -24.2% |
| 3Y | +3.4% | +498.0% | -494.6% | -20.7% |
| All | +12.0% | +745.4% | -733.5% | -17.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling