+7.7%
GEHC vs WY
-21.3%
+29.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.2% | -0.1% |
| 7D | -7.9% | -3.7% | -4.2% | -6.2% |
| 30D | -11.7% | -11.3% | -0.4% | -6.5% |
| 3M | +0.8% | -8.1% | +9.0% | +4.5% |
| 6M | -11.6% | -7.4% | -4.1% | -8.7% |
| YTD | -21.6% | -4.7% | -16.9% | -20.8% |
| 1Y | -15.3% | -9.2% | -6.1% | -12.3% |
| 3Y | -0.5% | -24.7% | +24.2% | +11.3% |
| All | +7.7% | -21.3% | +29.0% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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