+38.2%
GEHC vs MSCI
+37.1%
+1.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.6% | -0.8% |
| 7D | +7.6% | +2.8% | +4.8% | +6.7% |
| 30D | +27.5% | +15.4% | +12.0% | +21.5% |
| 3M | +17.2% | +13.4% | +3.8% | +12.3% |
| 6M | +33.6% | +10.9% | +22.7% | +28.3% |
| YTD | +0.6% | +13.0% | -12.3% | -4.6% |
| 1Y | +11.3% | +12.0% | -0.7% | +5.8% |
| 3Y | +16.5% | +34.1% | -17.6% | +1.8% |
| All | +38.2% | +37.1% | +1.1% | +14.9% |
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 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