-15.3%
GEHC vs W
+13.1%
-28.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.2% | -1.2% |
| 7D | -7.9% | +0.5% | -8.3% | -7.9% |
| 30D | -11.7% | -5.6% | -6.1% | -11.3% |
| 3M | +0.8% | +41.9% | -41.1% | -4.6% |
| 6M | -11.6% | +30.2% | -41.8% | -16.2% |
| YTD | -21.6% | -2.9% | -18.6% | -24.6% |
| 1Y | -15.3% | +11.6% | -26.9% | -21.4% |
| All | -15.3% | +13.1% | -28.4% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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