+15.7%
GEHC vs MSTU
-88.0%
+103.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.3% | -3.9% | +6.2% |
| 7D | +13.2% | -4.8% | +18.0% | +13.2% |
| 30D | +30.6% | -29.6% | +60.2% | +31.1% |
| 3M | +22.2% | +69.4% | -47.2% | +20.3% |
| 6M | +40.8% | -62.2% | +103.1% | +44.8% |
| YTD | +4.8% | -61.1% | +65.9% | +8.3% |
| 1Y | +15.7% | -87.2% | +102.9% | +24.0% |
| All | +15.7% | -88.0% | +103.7% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 1y: compounded portfolio wealth divided by compounded MSTU 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…
1y analysis · Full analysis span regression · 6 months rolling