-6.9%
GEHC vs NUE
+82.6%
-89.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -4.0% | +4.2% | -8.2% | -4.7% |
| 30D | -2.0% | -5.0% | +3.0% | -1.1% |
| 3M | +8.0% | -0.2% | +8.2% | +7.7% |
| 6M | -12.8% | +49.1% | -61.9% | -23.9% |
| YTD | -15.9% | +61.0% | -76.9% | -29.1% |
| 1Y | -6.9% | +82.5% | -89.5% | -25.1% |
| All | -6.9% | +82.6% | -89.5% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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