+39.3%
GEHC vs WCN
+43.2%
-3.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +0.8% | +2.6% | -1.8% | -0.2% |
| 30D | +21.3% | +23.9% | -2.6% | +11.5% |
| 3M | +12.6% | +17.4% | -4.8% | +5.6% |
| 6M | +34.3% | +28.0% | +6.3% | +22.4% |
| YTD | +1.4% | +11.6% | -10.1% | -3.1% |
| 1Y | +12.5% | +16.9% | -4.4% | +5.3% |
| 3Y | +19.2% | +51.6% | -32.4% | +2.2% |
| All | +39.3% | +43.2% | -3.9% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling