+7.7%
GEHC vs BIDU
-25.1%
+32.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.2% |
| 7D | -7.9% | -5.2% | -2.6% | -7.1% |
| 30D | -11.7% | -14.5% | +2.8% | -9.6% |
| 3M | +0.8% | -22.9% | +23.7% | +4.8% |
| 6M | -11.6% | -27.8% | +16.2% | -7.7% |
| YTD | -21.6% | -30.7% | +9.1% | -18.1% |
| 1Y | -15.3% | -15.8% | +0.5% | -15.5% |
| 3Y | -0.5% | -33.2% | +32.7% | -0.4% |
| All | +7.7% | -25.1% | +32.8% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling