-17.8%
GEHC vs NVD
-52.8%
+35.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.5% |
| 7D | -7.2% | +10.8% | -18.0% | -7.0% |
| 30D | -11.6% | +0.8% | -12.3% | -11.4% |
| 3M | -0.8% | -20.8% | +20.0% | -0.9% |
| 6M | -11.9% | -41.2% | +29.2% | -13.0% |
| YTD | -21.9% | -44.2% | +22.3% | -22.7% |
| 1Y | -17.8% | -54.2% | +36.3% | -18.6% |
| All | -17.8% | -52.8% | +35.0% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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