+371.6%
GH vs BDX
-10.0%
+381.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.3% |
| 7D | -2.5% | -3.2% | +0.7% | -1.4% |
| 30D | -4.7% | -2.5% | -2.1% | -3.8% |
| 3M | +20.2% | +21.4% | -1.2% | +11.4% |
| 6M | +78.8% | +10.4% | +68.4% | +71.4% |
| YTD | +54.1% | +18.8% | +35.2% | +43.7% |
| 1Y | +177.1% | +21.7% | +155.4% | +155.7% |
| 3Y | +371.6% | -10.0% | +381.6% | +398.6% |
| All | +371.6% | -10.0% | +381.6% | +398.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 3y: compounded portfolio wealth divided by compounded BDX 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…
3y analysis · Full analysis span regression · 6 months rolling