+15.5%
GEHC vs BIDU
-17.8%
+33.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.1% | -5.3% | -1.9% |
| 7D | -4.0% | +2.4% | -6.4% | -4.4% |
| 30D | -2.0% | -10.5% | +8.5% | -0.4% |
| 3M | +8.0% | -26.2% | +34.2% | +13.0% |
| 6M | -12.8% | -16.4% | +3.6% | -11.1% |
| YTD | -15.9% | -23.9% | +7.9% | -13.5% |
| 1Y | -6.9% | +1.3% | -8.2% | -10.1% |
| 3Y | 0.0% | -32.1% | +32.0% | -0.4% |
| All | +15.5% | -17.8% | +33.2% | +2.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling