+6,251.9%
BDX vs GPC
+2,072.3%
+4,179.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | +1.0% | -1.3% | +2.3% | +1.4% |
| 30D | +15.1% | -6.0% | +21.1% | +17.3% |
| 3M | +18.2% | -7.6% | +25.8% | +21.0% |
| 6M | +48.1% | +24.2% | +23.9% | +37.8% |
| YTD | +44.1% | +2.7% | +41.4% | +41.1% |
| 1Y | +46.4% | +0.2% | +46.2% | +44.5% |
| 3Y | +24.4% | -0.8% | +25.1% | +20.4% |
| 5Y | +26.1% | +4.4% | +21.6% | +17.9% |
| 10Y | +93.3% | +74.5% | +18.8% | +44.6% |
| All | +6,251.9% | +2,072.3% | +4,179.6% | +1,890.5% |
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