+88.5%
WDC vs GEHC
+11.9%
+76.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.4% | -6.4% | -4.7% |
| 7D | +12.1% | +0.8% | +11.3% | +12.2% |
| 30D | -18.8% | +21.3% | -40.1% | -15.5% |
| 3M | -39.3% | +12.6% | -51.9% | -37.8% |
| 6M | -40.1% | +34.3% | -74.4% | -37.2% |
| YTD | +71.8% | +1.4% | +70.4% | +90.0% |
| 1Y | +88.5% | +12.5% | +76.0% | +108.2% |
| All | +88.5% | +11.9% | +76.6% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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