+649.9%
NVDL vs GEHC
-1.6%
+651.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | -10.3% | -7.2% | -3.2% | -6.6% |
| 30D | -7.1% | -11.6% | +4.4% | -0.9% |
| 3M | +6.6% | -0.8% | +7.4% | +3.9% |
| 6M | +21.1% | -11.9% | +33.0% | +27.4% |
| YTD | +15.2% | -21.9% | +37.2% | +29.5% |
| 1Y | +18.8% | -17.8% | +36.6% | +26.9% |
| 3Y | +649.9% | -3.5% | +653.4% | +638.8% |
| All | +649.9% | -1.6% | +651.5% | +638.8% |
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