+9.3%
GEHC vs NWSA
+66.7%
-57.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.2% |
| 7D | -7.6% | -3.1% | -4.6% | -6.3% |
| 30D | -10.7% | +4.3% | -14.9% | -12.3% |
| 3M | -1.2% | +9.2% | -10.4% | -5.1% |
| 6M | -13.7% | +21.6% | -35.3% | -21.1% |
| YTD | -20.4% | +14.2% | -34.6% | -25.4% |
| 1Y | -17.0% | +1.8% | -18.8% | -18.3% |
| 3Y | +0.9% | +44.4% | -43.5% | -11.8% |
| All | +9.3% | +66.7% | -57.4% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 5y: compounded portfolio wealth divided by compounded NWSA 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…
5y analysis · Full analysis span regression · 6 months rolling