+1.7%
WFC vs GEHC
+11.3%
-9.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | +1.7% | -2.3% | +4.0% | +2.1% |
| 30D | +6.8% | +19.0% | -12.2% | +4.6% |
| 3M | -3.0% | +13.3% | -16.3% | -4.5% |
| 6M | +15.4% | +31.5% | -16.1% | +10.7% |
| YTD | -5.9% | 0.0% | -5.9% | -4.1% |
| 1Y | +1.7% | +9.4% | -7.7% | +0.7% |
| All | +1.7% | +11.3% | -9.6% | +0.7% |
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