+31.8%
MCK vs GEHC
-4.8%
+36.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.3% |
| 7D | +1.7% | -4.0% | +5.7% | +2.1% |
| 30D | +3.6% | -2.0% | +5.6% | +3.8% |
| 3M | +20.1% | +8.0% | +12.1% | +18.8% |
| 6M | -7.0% | -12.8% | +5.7% | -6.8% |
| YTD | +11.0% | -15.9% | +26.9% | +11.3% |
| 1Y | +31.8% | -6.9% | +38.8% | +31.3% |
| All | +31.8% | -4.8% | +36.6% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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