-46.0%
MSTR vs GEHC
+12.4%
-58.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.1% |
| 7D | -1.2% | +7.6% | -8.8% | -2.4% |
| 30D | -15.9% | +27.5% | -43.4% | -19.4% |
| 3M | +33.1% | +17.2% | +15.9% | +29.4% |
| 6M | -31.0% | +33.6% | -64.6% | -35.1% |
| YTD | -15.1% | +0.6% | -15.8% | -17.4% |
| All | -46.0% | +12.4% | -58.4% | -47.5% |
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