-6.9%
GEHC vs WSM
+19.9%
-26.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -2.0% |
| 7D | -4.0% | -3.3% | -0.7% | -2.8% |
| 30D | -2.0% | -8.4% | +6.4% | +1.3% |
| 3M | +8.0% | +9.7% | -1.7% | +3.5% |
| 6M | -12.8% | +16.7% | -29.4% | -19.3% |
| YTD | -15.9% | +28.7% | -44.6% | -24.9% |
| 1Y | -6.9% | +13.7% | -20.6% | -14.5% |
| All | -6.9% | +19.9% | -26.8% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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