-4.2%
GEHC vs NXT
+171.8%
-175.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.6% | +1.2% | -2.1% |
| 7D | -7.6% | -0.2% | -7.4% | -7.6% |
| 30D | -10.7% | -20.0% | +9.3% | -8.9% |
| 3M | -1.2% | -30.9% | +29.7% | +1.7% |
| 6M | -13.7% | -23.8% | +10.1% | -13.1% |
| YTD | -20.4% | -5.4% | -15.0% | -22.3% |
| 1Y | -17.0% | +28.0% | -45.1% | -22.4% |
| 3Y | +0.9% | +93.3% | -92.4% | -13.7% |
| All | -4.2% | +171.8% | -175.9% | -22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling