+13.5%
MS vs GEHC
+9.4%
+4.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.3% |
| 7D | -1.6% | +7.6% | -9.1% | -2.2% |
| 30D | -3.8% | +27.5% | -31.2% | -6.0% |
| 3M | -14.6% | +17.2% | -31.8% | -15.9% |
| 6M | -5.1% | +33.6% | -38.7% | -9.0% |
| YTD | +4.5% | +0.6% | +3.9% | +7.4% |
| 1Y | +13.5% | +11.3% | +2.3% | +11.1% |
| All | +13.5% | +9.4% | +4.2% | +11.1% |
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