-17.8%
GEHC vs NVT
+71.6%
-89.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.5% |
| 7D | -7.2% | +4.1% | -11.2% | -7.1% |
| 30D | -11.6% | -5.1% | -6.4% | -11.5% |
| 3M | -0.8% | -1.2% | +0.3% | -0.6% |
| 6M | -11.9% | +46.6% | -58.5% | -19.2% |
| YTD | -21.9% | +60.0% | -81.9% | -29.6% |
| 1Y | -17.8% | +70.8% | -88.6% | -28.4% |
| All | -17.8% | +71.6% | -89.4% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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