+3.4%
GEHC vs NXT
+100.2%
-96.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.2% | -3.1% |
| 7D | -5.2% | +2.9% | -8.0% | -5.4% |
| 30D | -7.0% | -17.2% | +10.3% | -5.4% |
| 3M | +3.3% | -32.0% | +35.3% | +6.6% |
| 6M | -10.0% | -15.8% | +5.8% | -10.3% |
| YTD | -18.5% | -1.9% | -16.6% | -20.7% |
| 1Y | -14.4% | +22.5% | -36.9% | -19.6% |
| 3Y | +3.4% | +100.5% | -97.1% | -12.6% |
| All | +3.4% | +100.2% | -96.7% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling