+17.7%
MS vs GEHC
+11.9%
+5.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +0.6% |
| 7D | +5.1% | +0.8% | +4.3% | +5.0% |
| 30D | +5.7% | +21.3% | -15.6% | +3.9% |
| 3M | -12.2% | +12.6% | -24.7% | -13.1% |
| 6M | -0.5% | +34.3% | -34.8% | -4.4% |
| YTD | +9.8% | +1.4% | +8.4% | +12.5% |
| 1Y | +17.7% | +12.5% | +5.3% | +16.5% |
| All | +17.7% | +11.9% | +5.8% | +16.5% |
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