-15.3%
GEHC vs WWD
+40.3%
-55.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.2% |
| 7D | -7.9% | -2.9% | -5.0% | -7.5% |
| 30D | -11.7% | -6.6% | -5.1% | -10.9% |
| 3M | +0.8% | -9.3% | +10.1% | +0.2% |
| 6M | -11.6% | -13.6% | +2.0% | -11.6% |
| YTD | -21.6% | +10.4% | -31.9% | -24.6% |
| 1Y | -15.3% | +39.9% | -55.2% | -22.9% |
| All | -15.3% | +40.3% | -55.6% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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