+1.3%
GEHC vs NXT
+178.8%
-177.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.3% |
| 7D | -4.0% | -1.1% | -2.9% | -3.9% |
| 30D | -2.0% | -15.3% | +13.4% | -0.5% |
| 3M | +8.0% | -43.8% | +51.8% | +13.5% |
| 6M | -12.8% | -18.7% | +5.9% | -12.7% |
| YTD | -15.9% | -3.0% | -12.9% | -18.0% |
| 1Y | -6.9% | +22.7% | -29.7% | -12.5% |
| 3Y | 0.0% | +95.9% | -96.0% | -14.7% |
| All | +1.3% | +178.8% | -177.5% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling