+12.0%
GEHC vs BND
+11.4%
+0.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -2.9% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | -7.0% | -0.4% | -6.6% | -6.6% |
| 3M | +3.3% | -0.2% | +3.6% | +3.6% |
| 6M | -10.0% | -1.2% | -8.8% | -8.9% |
| YTD | -18.5% | -0.3% | -18.2% | -18.0% |
| 1Y | -14.4% | +0.4% | -14.8% | -14.3% |
| 3Y | +3.4% | +13.4% | -10.0% | -3.2% |
| All | +12.0% | +11.4% | +0.5% | +3.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling