+12.0%
GEHC vs WING
-29.1%
+41.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.3% | -3.1% |
| 7D | -5.2% | -0.1% | -5.0% | -5.2% |
| 30D | -7.0% | -6.0% | -0.9% | -6.4% |
| 3M | +3.3% | -23.5% | +26.8% | +6.1% |
| 6M | -10.0% | -52.0% | +42.0% | -2.7% |
| YTD | -18.5% | -53.8% | +35.3% | -11.9% |
| 1Y | -14.4% | -63.8% | +49.4% | -5.2% |
| 3Y | +3.4% | -30.8% | +34.2% | -3.1% |
| All | +12.0% | -29.1% | +41.0% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling