+5,308.1%
BDX vs GPC
+2,341.8%
+2,966.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.7% | -1.9% |
| 7D | -2.5% | +1.2% | -3.7% | -2.9% |
| 30D | +8.3% | +6.0% | +2.3% | +6.3% |
| 3M | +24.4% | +42.6% | -18.2% | +11.1% |
| 6M | +9.2% | +22.8% | -13.6% | +1.9% |
| YTD | +22.7% | +15.5% | +7.3% | +16.0% |
| 1Y | +25.9% | +2.0% | +23.8% | +23.6% |
| 3Y | -10.5% | -1.4% | -9.0% | -13.3% |
| 5Y | +1.9% | +30.6% | -28.7% | -11.2% |
| 10Y | +58.7% | +80.6% | -21.9% | +17.7% |
| All | +5,308.1% | +2,341.8% | +2,966.3% | +1,536.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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