+14.6%
GEHC vs MOS
-8.6%
+23.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +1.9% |
| 7D | +5.6% | +19.7% | -14.0% | +3.9% |
| 30D | +27.9% | +21.5% | +6.4% | +25.8% |
| 3M | +17.1% | -0.4% | +17.6% | +16.3% |
| 6M | +32.5% | +4.5% | +28.0% | +30.8% |
| YTD | +2.7% | -2.9% | +5.6% | +0.5% |
| All | +14.6% | -8.6% | +23.2% | +11.8% |
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