-3.5%
GEHC vs NYT
+56.2%
-59.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -0.9% | -0.6% |
| 7D | -7.2% | -0.6% | -6.6% | -7.0% |
| 30D | -11.6% | +4.6% | -16.1% | -12.5% |
| 3M | -0.8% | -9.6% | +8.7% | +1.2% |
| 6M | -11.9% | -14.0% | +2.1% | -9.4% |
| YTD | -21.9% | -2.8% | -19.1% | -22.0% |
| 1Y | -17.8% | +15.6% | -33.4% | -21.2% |
| 3Y | -3.5% | +56.3% | -59.9% | -16.5% |
| All | -3.5% | +56.2% | -59.7% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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