+12.0%
GEHC vs MSFU
+81.5%
-69.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -2.7% |
| 7D | -5.2% | -3.2% | -2.0% | -4.8% |
| 30D | -7.0% | -3.1% | -3.8% | -6.6% |
| 3M | +3.3% | +35.3% | -32.0% | -1.8% |
| 6M | -10.0% | +31.6% | -41.6% | -14.9% |
| YTD | -18.5% | -9.5% | -8.9% | -18.0% |
| 1Y | -14.4% | -18.4% | +4.0% | -12.3% |
| 3Y | +3.4% | +26.9% | -23.5% | -9.4% |
| All | +12.0% | +81.5% | -69.5% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 5y: compounded portfolio wealth divided by compounded MSFU 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…
5y analysis · Full analysis span regression · 6 months rolling