+31.5%
GEHC vs WWD
-10.3%
+41.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.0% | -1.0% |
| 7D | -2.3% | +8.2% | -10.4% | -2.0% |
| 30D | +19.0% | -0.2% | +19.2% | +18.6% |
| 3M | +13.3% | -8.4% | +21.7% | +11.9% |
| 6M | +31.5% | -9.5% | +41.0% | +21.3% |
| All | +31.5% | -10.3% | +41.8% | +21.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling