+12.0%
GEHC vs WU
-29.8%
+41.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -2.4% |
| 7D | -5.2% | -0.8% | -4.3% | -5.0% |
| 30D | -7.0% | -1.1% | -5.8% | -6.7% |
| 3M | +3.3% | -1.8% | +5.1% | +2.6% |
| 6M | -10.0% | -23.9% | +13.9% | -3.7% |
| YTD | -18.5% | -20.4% | +1.9% | -14.1% |
| 1Y | -14.4% | -10.6% | -3.8% | -13.3% |
| 3Y | +3.4% | -27.7% | +31.2% | +9.3% |
| All | +12.0% | -29.8% | +41.8% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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