+9.3%
GEHC vs BN
+77.4%
-68.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -1.4% |
| 7D | -7.6% | -3.0% | -4.6% | -6.2% |
| 30D | -10.7% | -13.0% | +2.4% | -4.2% |
| 3M | -1.2% | -15.2% | +14.0% | +7.1% |
| 6M | -13.7% | -5.9% | -7.8% | -11.5% |
| YTD | -20.4% | -15.8% | -4.6% | -14.1% |
| 1Y | -17.0% | -12.2% | -4.9% | -12.5% |
| 3Y | +0.9% | +72.2% | -71.3% | -22.1% |
| All | +9.3% | +77.4% | -68.1% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling