-6.9%
GEHC vs WPM
+53.7%
-60.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -1.1% |
| 7D | -4.0% | +1.1% | -5.1% | -4.1% |
| 30D | -2.0% | +26.4% | -28.3% | -4.3% |
| 3M | +8.0% | +20.8% | -12.9% | +6.0% |
| 6M | -12.8% | +1.1% | -13.9% | -13.5% |
| YTD | -15.9% | +32.5% | -48.4% | -18.2% |
| 1Y | -6.9% | +51.5% | -58.4% | -11.8% |
| All | -6.9% | +53.7% | -60.7% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling