+103.3%
NU vs GEHC
+0.3%
+103.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.3% | -1.3% |
| 7D | -2.6% | -7.6% | +5.0% | 0.0% |
| 30D | +8.2% | -10.7% | +18.9% | +12.4% |
| 3M | +26.3% | -1.2% | +27.5% | +25.7% |
| 6M | +2.2% | -13.7% | +16.0% | +6.8% |
| YTD | -10.4% | -20.4% | +10.0% | -3.9% |
| 1Y | -3.0% | -17.0% | +14.1% | +1.8% |
| All | +103.3% | +0.3% | +103.0% | +90.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling