+7.7%
GEHC vs BND
+10.5%
-2.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -7.9% | -0.9% | -6.9% | -7.0% |
| 30D | -11.7% | -1.0% | -10.7% | -10.9% |
| 3M | +0.8% | -1.2% | +2.0% | +2.0% |
| 6M | -11.6% | -2.0% | -9.6% | -9.8% |
| YTD | -21.6% | -1.2% | -20.4% | -20.4% |
| 1Y | -15.3% | -0.5% | -14.8% | -14.5% |
| 3Y | -0.5% | +12.4% | -12.9% | -6.1% |
| All | +7.7% | +10.5% | -2.8% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling