-1.7%
GEHC vs NVT
+184.0%
-185.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.9% |
| 7D | -7.6% | +7.0% | -14.6% | -8.9% |
| 30D | -10.7% | -2.3% | -8.3% | -10.5% |
| 3M | -1.2% | -3.1% | +1.9% | -1.9% |
| 6M | -13.7% | +47.0% | -60.8% | -24.8% |
| YTD | -20.4% | +56.2% | -76.6% | -32.3% |
| 1Y | -17.0% | +74.5% | -91.6% | -32.4% |
| All | -1.7% | +184.0% | -185.7% | -37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling