+25.6%
NOW vs GEHC
+30.8%
-5.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.7% |
| 7D | -1.7% | -2.3% | +0.6% | -0.9% |
| 30D | -27.4% | +19.0% | -46.4% | -31.6% |
| 3M | -19.4% | +13.3% | -32.7% | -22.9% |
| 6M | +13.1% | +31.5% | -18.4% | +2.9% |
| YTD | -34.3% | 0.0% | -34.3% | -35.1% |
| 1Y | -41.8% | +9.4% | -51.1% | -44.5% |
| 3Y | -20.7% | +18.3% | -39.1% | -29.5% |
| All | +25.6% | +30.8% | -5.1% | +7.5% |
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 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