+21.5%
GEHC vs NXT
+231.9%
-210.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.0% | -1.3% |
| 7D | -3.7% | -5.7% | +2.0% | -3.2% |
| 30D | +22.0% | +18.5% | +3.5% | +19.8% |
| 3M | +13.6% | -4.1% | +17.7% | +13.6% |
| 6M | +34.0% | -20.3% | +54.4% | +35.0% |
| YTD | +0.9% | +15.5% | -14.6% | -3.5% |
| 1Y | +12.7% | -5.0% | +17.7% | +10.1% |
| 3Y | +19.4% | +191.6% | -172.2% | -2.1% |
| All | +21.5% | +231.9% | -210.3% | -4.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling