+41.0%
GEHC vs MSCI
+38.2%
+2.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.7% |
| 7D | +5.6% | +1.5% | +4.2% | +5.2% |
| 30D | +27.9% | +14.4% | +13.5% | +22.3% |
| 3M | +17.1% | +15.2% | +1.9% | +11.6% |
| 6M | +32.5% | +11.2% | +21.3% | +27.2% |
| YTD | +2.7% | +13.9% | -11.3% | -3.0% |
| 1Y | +15.3% | +12.5% | +2.8% | +9.4% |
| 3Y | +23.7% | +32.3% | -8.6% | +8.7% |
| All | +41.0% | +38.2% | +2.7% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling