+15.7%
GEHC vs NXT
+10.5%
+5.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +11.1% | -4.7% | +5.8% |
| 7D | +13.2% | +30.0% | -16.8% | +11.9% |
| 30D | +30.6% | +28.6% | +2.0% | +29.2% |
| 3M | +22.2% | +8.4% | +13.8% | +21.2% |
| 6M | +40.8% | -8.7% | +49.6% | +38.6% |
| YTD | +4.8% | +22.5% | -17.7% | +0.4% |
| 1Y | +15.7% | +6.9% | +8.8% | +12.3% |
| All | +15.7% | +10.5% | +5.3% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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