-6.9%
GEHC vs BHP
+65.8%
-72.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.2% | -0.8% |
| 7D | -4.0% | -5.0% | +1.0% | -3.2% |
| 30D | -2.0% | +1.2% | -3.1% | -2.2% |
| 3M | +8.0% | +1.8% | +6.1% | +7.9% |
| 6M | -12.8% | +18.0% | -30.8% | -18.0% |
| YTD | -15.9% | +52.7% | -68.6% | -26.3% |
| 1Y | -6.9% | +66.0% | -72.9% | -20.3% |
| All | -6.9% | +65.8% | -72.7% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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