+3.4%
GEHC vs WEC
+42.2%
-38.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -3.3% |
| 7D | -5.2% | +0.8% | -6.0% | -5.4% |
| 30D | -7.0% | +0.3% | -7.3% | -7.1% |
| 3M | +3.3% | -2.9% | +6.2% | +4.0% |
| 6M | -10.0% | -5.9% | -4.1% | -8.6% |
| YTD | -18.5% | +4.1% | -22.6% | -19.5% |
| 1Y | -14.4% | +3.1% | -17.5% | -15.4% |
| 3Y | +3.4% | +40.8% | -37.3% | -6.4% |
| All | +3.4% | +42.2% | -38.8% | -6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling