+15.5%
GEHC vs WING
-29.2%
+44.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.3% | -1.1% |
| 7D | -4.0% | -3.9% | -0.1% | -3.6% |
| 30D | -2.0% | -11.6% | +9.6% | -0.8% |
| 3M | +8.0% | -24.2% | +32.2% | +11.0% |
| 6M | -12.8% | -54.1% | +41.3% | -5.2% |
| YTD | -15.9% | -53.9% | +38.0% | -9.1% |
| 1Y | -6.9% | -64.4% | +57.4% | +3.2% |
| 3Y | 0.0% | -30.2% | +30.2% | -6.4% |
| All | +15.5% | -29.2% | +44.7% | +4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling