-17.8%
GEHC vs MRSH
-9.2%
-8.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -7.2% | -4.8% | -2.4% | -5.7% |
| 30D | -11.6% | -6.3% | -5.2% | -9.7% |
| 3M | -0.8% | +5.8% | -6.6% | -1.1% |
| 6M | -11.9% | +2.8% | -14.7% | -12.2% |
| YTD | -21.9% | -3.1% | -18.8% | -21.4% |
| 1Y | -17.8% | -11.3% | -6.6% | -18.5% |
| All | -17.8% | -9.2% | -8.6% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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