-3.5%
GEHC vs MRSH
-4.9%
+1.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -7.2% | -4.8% | -2.4% | -5.1% |
| 30D | -11.6% | -6.3% | -5.2% | -9.0% |
| 3M | -0.8% | +5.8% | -6.6% | -2.6% |
| 6M | -11.9% | +2.8% | -14.7% | -13.0% |
| YTD | -21.9% | -3.1% | -18.8% | -20.9% |
| 1Y | -17.8% | -11.3% | -6.6% | -13.5% |
| 3Y | -3.5% | -5.0% | +1.4% | +0.1% |
| All | -3.5% | -4.9% | +1.3% | +0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling