+14.1%
GEHC vs MOS
-7.8%
+21.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.5% |
| 7D | +3.7% | +24.8% | -21.1% | +1.8% |
| 30D | +27.3% | +22.7% | +4.6% | +25.1% |
| 3M | +14.7% | -1.2% | +16.0% | +13.9% |
| 6M | +31.9% | +5.5% | +26.4% | +30.1% |
| YTD | +2.2% | -2.0% | +4.2% | 0.0% |
| 1Y | +14.1% | -7.9% | +22.0% | +11.2% |
| All | +14.1% | -7.8% | +21.8% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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