+15.7%
GEHC vs NVTS
-9.1%
+24.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +9.0% | -2.6% | +6.3% |
| 7D | +13.2% | -0.3% | +13.5% | +13.1% |
| 30D | +30.6% | -24.4% | +55.0% | +31.0% |
| 3M | +22.2% | -26.5% | +48.7% | +22.6% |
| 6M | +40.8% | -41.4% | +82.2% | +39.9% |
| YTD | +4.8% | +30.7% | -25.8% | -1.3% |
| 1Y | +15.7% | -10.8% | +26.5% | +11.8% |
| All | +15.7% | -9.1% | +24.8% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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