+7.2%
GEHC vs NUE
+90.3%
-83.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.0% | -0.9% |
| 7D | -7.2% | -0.6% | -6.5% | -7.0% |
| 30D | -11.6% | -4.6% | -7.0% | -10.5% |
| 3M | -0.8% | -0.3% | -0.5% | -1.4% |
| 6M | -11.9% | +51.9% | -63.8% | -23.4% |
| YTD | -21.9% | +60.0% | -81.9% | -33.5% |
| 1Y | -17.8% | +82.9% | -100.7% | -33.1% |
| 3Y | -3.5% | +66.0% | -69.5% | -23.1% |
| All | +7.2% | +90.3% | -83.1% | -26.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling