+15.7%
GEHC vs MKSI
+40.1%
-24.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -5.0% | +11.4% | +6.2% |
| 7D | +13.2% | -10.7% | +23.8% | +12.7% |
| 30D | +30.6% | -30.5% | +61.1% | +29.3% |
| 3M | +22.2% | -39.2% | +61.4% | +20.6% |
| 6M | +40.8% | -33.0% | +73.8% | +33.8% |
| YTD | +4.8% | +22.3% | -17.5% | -5.9% |
| 1Y | +15.7% | +42.7% | -27.0% | +3.8% |
| All | +15.7% | +40.1% | -24.4% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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