-6.3%
GEHC vs MSTU
-90.6%
+84.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.1% | -1.3% |
| 7D | -3.7% | -27.7% | +24.0% | -2.7% |
| 30D | +22.0% | -40.3% | +62.3% | +23.7% |
| 3M | +13.6% | +26.4% | -12.8% | +11.3% |
| 6M | +34.0% | -75.7% | +109.7% | +38.9% |
| YTD | +0.9% | -71.9% | +72.8% | +2.3% |
| 1Y | +12.7% | -89.3% | +102.0% | +18.5% |
| All | -6.3% | -90.6% | +84.3% | -2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling