+1,870.1%
WDC vs GEHC
+6.6%
+1,863.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.0% | +5.2% | +2.9% |
| 7D | +6.0% | -5.2% | +11.2% | +7.3% |
| 30D | +9.9% | -7.0% | +16.9% | +11.7% |
| 3M | -9.4% | +3.3% | -12.7% | -11.6% |
| 6M | +94.7% | -10.0% | +104.7% | +98.5% |
| YTD | +177.4% | -18.5% | +195.8% | +192.6% |
| 1Y | +412.6% | -14.4% | +427.0% | +428.4% |
| 3Y | +1,359.8% | +3.4% | +1,356.3% | +1,298.1% |
| All | +1,870.1% | +6.6% | +1,863.5% | +1,732.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling