+51.0%
MDT vs GEHC
+32.6%
+18.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.4% | +1.5% |
| 7D | +1.0% | +0.8% | +0.3% | +0.8% |
| 30D | +9.2% | +21.3% | -12.2% | +4.0% |
| 3M | +14.5% | +12.6% | +1.9% | +11.0% |
| 6M | +37.3% | +34.3% | +3.0% | +27.4% |
| YTD | +9.8% | +1.4% | +8.4% | +8.0% |
| 1Y | +10.5% | +12.5% | -1.9% | +6.0% |
| 3Y | +57.4% | +19.2% | +38.2% | +45.5% |
| All | +51.0% | +32.6% | +18.4% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling