+11.0%
GEHC vs BND
-0.2%
+11.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -3.0% |
| 7D | +9.6% | +0.4% | +9.2% | +8.4% |
| 30D | +29.4% | +2.3% | +27.0% | +21.3% |
| 3M | +19.3% | -0.8% | +20.1% | +22.5% |
| 6M | +37.4% | -0.8% | +38.2% | +41.0% |
| YTD | +2.3% | -0.6% | +3.0% | +6.8% |
| 1Y | +11.0% | 0.0% | +11.0% | +13.3% |
| All | +11.0% | -0.2% | +11.2% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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