+15.7%
GEHC vs NVS
+37.6%
-21.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.6% | +2.8% | +4.7% |
| 7D | +13.2% | +5.7% | +7.5% | +10.4% |
| 30D | +30.6% | +17.1% | +13.5% | +21.5% |
| 3M | +22.2% | +7.6% | +14.6% | +16.7% |
| 6M | +40.8% | +14.1% | +26.8% | +28.0% |
| YTD | +4.8% | +23.3% | -18.5% | -5.0% |
| 1Y | +15.7% | +36.0% | -20.3% | +2.7% |
| All | +15.7% | +37.6% | -21.9% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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