-6.9%
GEHC vs MKSI
+162.5%
-169.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.3% | -5.5% | -1.3% |
| 7D | -4.0% | +1.8% | -5.8% | -4.0% |
| 30D | -2.0% | -16.8% | +14.8% | -1.9% |
| 3M | +8.0% | -21.1% | +29.1% | +6.6% |
| 6M | -12.8% | +10.8% | -23.6% | -19.0% |
| YTD | -15.9% | +63.3% | -79.3% | -25.8% |
| 1Y | -6.9% | +157.0% | -163.9% | -21.6% |
| All | -6.9% | +162.5% | -169.4% | -21.6% |
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