+41.0%
GEHC vs WING
+14.7%
+26.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.4% | -6.4% | +1.0% |
| 7D | +5.6% | +8.6% | -2.9% | +4.6% |
| 30D | +27.9% | +44.8% | -16.9% | +22.3% |
| 3M | +17.1% | +51.9% | -34.8% | +11.0% |
| 6M | +32.5% | +37.2% | -4.7% | +26.6% |
| YTD | +2.7% | -25.3% | +27.9% | +4.6% |
| 1Y | +15.3% | -25.1% | +40.4% | +17.2% |
| 3Y | +23.7% | -12.9% | +36.6% | +13.8% |
| All | +41.0% | +14.7% | +26.2% | +20.2% |
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