+12.0%
GEHC vs NVMI
+339.6%
-327.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.4% | -3.2% |
| 7D | -5.2% | +11.7% | -16.9% | -6.9% |
| 30D | -7.0% | -4.0% | -2.9% | -6.5% |
| 3M | +3.3% | -25.8% | +29.1% | +7.0% |
| 6M | -10.0% | -8.3% | -1.7% | -11.8% |
| YTD | -18.5% | +14.8% | -33.3% | -24.9% |
| 1Y | -14.4% | +37.9% | -52.3% | -25.0% |
| 3Y | +3.4% | +216.3% | -212.8% | -29.8% |
| All | +12.0% | +339.6% | -327.6% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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