-17.8%
GEHC vs BDX
+22.7%
-40.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.0% |
| 7D | -7.2% | -3.2% | -4.0% | -5.3% |
| 30D | -11.6% | -2.5% | -9.0% | -10.2% |
| 3M | -0.8% | +21.4% | -22.3% | -12.0% |
| 6M | -11.9% | +10.4% | -22.3% | -17.7% |
| YTD | -21.9% | +18.8% | -40.8% | -30.2% |
| 1Y | -17.8% | +21.7% | -39.5% | -26.5% |
| All | -17.8% | +22.7% | -40.6% | -26.5% |
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