+9.3%
GEHC vs WING
-28.3%
+37.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.5% |
| 7D | -7.6% | -2.3% | -5.4% | -7.4% |
| 30D | -10.7% | -5.6% | -5.0% | -10.2% |
| 3M | -1.2% | -22.9% | +21.7% | +1.3% |
| 6M | -13.7% | -50.4% | +36.7% | -7.1% |
| YTD | -20.4% | -53.3% | +32.9% | -14.1% |
| 1Y | -17.0% | -61.2% | +44.2% | -8.8% |
| 3Y | +0.9% | -30.1% | +31.0% | -5.5% |
| All | +9.3% | -28.3% | +37.6% | -1.3% |
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