+7.7%
GEHC vs NUE
+87.4%
-79.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.2% |
| 7D | -7.9% | -2.7% | -5.2% | -7.1% |
| 30D | -11.7% | -6.1% | -5.6% | -10.3% |
| 3M | +0.8% | +2.2% | -1.4% | -0.5% |
| 6M | -11.6% | +50.8% | -62.4% | -23.0% |
| YTD | -21.6% | +57.5% | -79.1% | -32.9% |
| 1Y | -15.3% | +82.5% | -97.8% | -31.0% |
| 3Y | -0.5% | +61.7% | -62.2% | -20.1% |
| All | +7.7% | +87.4% | -79.7% | -25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling