-6.9%
GEHC vs BDX
+27.3%
-34.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.3% |
| 7D | -4.0% | -2.5% | -1.5% | -2.4% |
| 30D | -2.0% | +8.3% | -10.2% | -6.9% |
| 3M | +8.0% | +24.4% | -16.4% | -5.9% |
| 6M | -12.8% | +9.2% | -21.9% | -18.4% |
| YTD | -15.9% | +22.7% | -38.6% | -26.5% |
| 1Y | -6.9% | +25.9% | -32.8% | -18.7% |
| All | -6.9% | +27.3% | -34.2% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling