+15.7%
GEHC vs BN
-3.9%
+19.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.1% | +0.3% | +3.4% |
| 7D | +13.2% | +12.0% | +1.2% | +7.1% |
| 30D | +30.6% | +17.0% | +13.6% | +21.1% |
| 3M | +22.2% | -3.2% | +25.4% | +23.6% |
| 6M | +40.8% | -3.9% | +44.7% | +42.8% |
| YTD | +4.8% | -5.6% | +10.4% | +5.1% |
| 1Y | +15.7% | -4.7% | +20.5% | +15.3% |
| All | +15.7% | -3.9% | +19.6% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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