+8.4%
NEE vs GEHC
+10.0%
-1.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | +1.9% | -4.0% | +5.9% | +2.5% |
| 30D | -2.2% | -2.0% | -0.2% | -1.9% |
| 3M | -1.2% | +8.0% | -9.2% | -2.6% |
| 6M | -8.6% | -12.8% | +4.2% | -7.0% |
| YTD | +6.2% | -15.9% | +22.1% | +8.5% |
| 1Y | +21.1% | -6.9% | +28.0% | +21.3% |
| 3Y | +36.4% | 0.0% | +36.4% | +31.6% |
| All | +8.4% | +10.0% | -1.5% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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