+15.7%
GEHC vs MDY
+17.5%
-1.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.6% | +5.8% | +5.9% |
| 7D | +13.2% | +1.7% | +11.5% | +11.7% |
| 30D | +30.6% | +1.2% | +29.4% | +29.4% |
| 3M | +22.2% | -3.5% | +25.7% | +25.7% |
| 6M | +40.8% | +3.5% | +37.3% | +34.1% |
| YTD | +4.8% | +13.6% | -8.8% | -9.4% |
| 1Y | +15.7% | +17.1% | -1.3% | -2.0% |
| All | +15.7% | +17.5% | -1.8% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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