+387.8%
GH vs WCC
+129.2%
+258.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.7% |
| 7D | -0.2% | +6.8% | -7.0% | -3.3% |
| 30D | -2.6% | -3.0% | +0.4% | -1.5% |
| 3M | +25.1% | +0.2% | +24.9% | +22.7% |
| 6M | +78.5% | +33.2% | +45.3% | +49.4% |
| YTD | +59.4% | +45.8% | +13.6% | +26.1% |
| 1Y | +173.9% | +68.4% | +105.5% | +100.8% |
| All | +387.8% | +129.2% | +258.6% | +158.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling