+12.0%
GEHC vs BDX
-3.5%
+15.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.1% | 0.0% | -1.5% |
| 7D | -5.2% | -4.3% | -0.9% | -3.1% |
| 30D | -7.0% | +1.3% | -8.2% | -7.6% |
| 3M | +3.3% | +20.2% | -16.9% | -5.6% |
| 6M | -10.0% | +8.6% | -18.6% | -13.8% |
| YTD | -18.5% | +19.0% | -37.4% | -25.3% |
| 1Y | -14.4% | +21.2% | -35.6% | -22.2% |
| 3Y | +3.4% | -9.7% | +13.1% | +2.0% |
| All | +12.0% | -3.5% | +15.4% | +7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling