+38.6%
GEHC vs BND
+11.0%
+27.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | -3.7% | -0.6% | -3.2% | -3.2% |
| 30D | +22.0% | +1.6% | +20.4% | +20.2% |
| 3M | +13.6% | -0.5% | +14.1% | +14.2% |
| 6M | +34.0% | -1.1% | +35.1% | +35.4% |
| YTD | +0.9% | -0.7% | +1.6% | +1.9% |
| 1Y | +12.7% | -0.7% | +13.4% | +13.9% |
| 3Y | +19.4% | +14.4% | +5.0% | +12.5% |
| All | +38.6% | +11.0% | +27.5% | +28.2% |
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