+15.7%
GEHC vs WING
-23.2%
+38.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.7% | +2.6% | +5.9% |
| 7D | +13.2% | +21.0% | -7.8% | +10.5% |
| 30D | +30.6% | +56.9% | -26.3% | +24.1% |
| 3M | +22.2% | +38.4% | -16.2% | +17.2% |
| 6M | +40.8% | +12.0% | +28.8% | +38.1% |
| YTD | +4.8% | -29.2% | +34.1% | +8.7% |
| 1Y | +15.7% | -28.8% | +44.5% | +19.4% |
| All | +15.7% | -23.2% | +38.9% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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