+13.5%
WFC vs GEHC
-16.2%
+29.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.3% |
| 7D | +0.4% | -7.6% | +8.1% | +1.5% |
| 30D | +2.5% | -10.7% | +13.1% | +3.9% |
| 3M | +10.0% | -1.2% | +11.2% | +9.9% |
| 6M | +15.1% | -13.7% | +28.8% | +18.1% |
| YTD | -2.2% | -20.4% | +18.2% | +2.1% |
| 1Y | +13.5% | -17.0% | +30.5% | +15.3% |
| All | +13.5% | -16.2% | +29.7% | +15.3% |
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 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