+38.6%
GEHC vs WEC
+37.7%
+0.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.6% | -1.4% |
| 7D | -3.7% | -0.5% | -3.2% | -3.6% |
| 30D | +22.0% | +12.0% | +10.0% | +18.8% |
| 3M | +13.6% | +11.1% | +2.5% | +10.8% |
| 6M | +34.0% | +6.0% | +28.0% | +32.1% |
| YTD | +0.9% | +14.3% | -13.4% | -2.4% |
| 1Y | +12.7% | +8.0% | +4.8% | +10.6% |
| 3Y | +19.4% | +62.8% | -43.4% | +6.9% |
| All | +38.6% | +37.7% | +0.8% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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