+12.0%
GEHC vs NUE
+88.1%
-76.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.5% |
| 7D | -5.2% | +1.8% | -7.0% | -5.7% |
| 30D | -7.0% | -6.0% | -1.0% | -5.5% |
| 3M | +3.3% | +1.4% | +1.9% | +2.2% |
| 6M | -10.0% | +52.8% | -62.8% | -21.9% |
| YTD | -18.5% | +58.1% | -76.6% | -30.3% |
| 1Y | -14.4% | +80.4% | -94.8% | -30.0% |
| 3Y | +3.4% | +62.3% | -58.9% | -17.0% |
| All | +12.0% | +88.1% | -76.1% | -22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling