+40.3%
GEHC vs WING
+9.9%
+30.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | +0.1% |
| 7D | +3.7% | +5.0% | -1.3% | +3.1% |
| 30D | +27.3% | +38.7% | -11.4% | +22.3% |
| 3M | +14.7% | +44.7% | -30.0% | +9.4% |
| 6M | +31.9% | +31.5% | +0.5% | +26.6% |
| YTD | +2.2% | -28.4% | +30.6% | +4.7% |
| 1Y | +14.1% | -28.2% | +42.2% | +16.6% |
| 3Y | +21.0% | -18.4% | +39.4% | +12.4% |
| All | +40.3% | +9.9% | +30.4% | +20.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling