+0.8%
GEHC vs BIDU
-33.5%
+34.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.0% | +3.9% | -1.9% |
| 7D | -5.2% | -2.4% | -2.7% | -4.8% |
| 30D | -7.0% | -15.6% | +8.7% | -4.5% |
| 3M | +3.3% | -22.3% | +25.6% | +7.4% |
| 6M | -10.0% | -22.3% | +12.3% | -7.2% |
| YTD | -18.5% | -29.2% | +10.7% | -15.1% |
| 1Y | -14.4% | -14.8% | +0.4% | -15.2% |
| All | +0.8% | -33.5% | +34.3% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 3y: compounded portfolio wealth divided by compounded BIDU 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…
3y analysis · Full analysis span regression · 6 months rolling