+12.7%
GEHC vs BP
+27.8%
-15.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.0% |
| 7D | -3.7% | -0.8% | -3.0% | -3.9% |
| 30D | +22.0% | -3.1% | +25.2% | +21.3% |
| 3M | +13.6% | +6.2% | +7.4% | +14.9% |
| 6M | +34.0% | +4.8% | +29.2% | +34.9% |
| YTD | +0.9% | +35.2% | -34.2% | +1.5% |
| 1Y | +12.7% | +27.4% | -14.7% | +12.4% |
| All | +12.7% | +27.8% | -15.1% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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