+38.6%
GEHC vs MSCI
+41.5%
-2.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.5% |
| 7D | -3.7% | -1.9% | -1.8% | -3.1% |
| 30D | +22.0% | +16.5% | +5.5% | +15.9% |
| 3M | +13.6% | +18.2% | -4.6% | +7.3% |
| 6M | +34.0% | +14.0% | +20.1% | +27.5% |
| YTD | +0.9% | +16.6% | -15.7% | -5.4% |
| 1Y | +12.7% | +14.8% | -2.1% | +6.3% |
| 3Y | +19.4% | +33.3% | -13.8% | +4.8% |
| All | +38.6% | +41.5% | -2.9% | +14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling