+164.4%
NFLX vs GEHC
+6.6%
+157.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -1.3% |
| 7D | -5.0% | -5.2% | +0.2% | -4.0% |
| 30D | +3.5% | -7.0% | +10.5% | +5.0% |
| 3M | -7.1% | +3.3% | -10.4% | -7.7% |
| 6M | -22.5% | -10.0% | -12.5% | -21.4% |
| YTD | -18.1% | -18.5% | +0.3% | -15.6% |
| 1Y | -38.3% | -14.4% | -23.9% | -37.3% |
| 3Y | +73.4% | +3.4% | +69.9% | +64.6% |
| All | +164.4% | +6.6% | +157.7% | +140.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling