+38.2%
GEHC vs MSI
+103.8%
-65.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.5% |
| 7D | +7.6% | +4.7% | +2.9% | +6.0% |
| 30D | +27.5% | +14.8% | +12.7% | +21.8% |
| 3M | +17.2% | +8.8% | +8.4% | +13.9% |
| 6M | +33.6% | +19.3% | +14.3% | +25.0% |
| YTD | +0.6% | +35.3% | -34.7% | -10.9% |
| 1Y | +11.3% | +33.8% | -22.5% | -1.0% |
| 3Y | +16.5% | +74.4% | -57.9% | -9.2% |
| All | +38.2% | +103.8% | -65.6% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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