+23.2%
GH vs WCC
+211.6%
-188.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -0.8% |
| 7D | -1.2% | +1.7% | -2.9% | -2.1% |
| 30D | -3.7% | -6.1% | +2.4% | -1.1% |
| 3M | +21.7% | +3.1% | +18.6% | +17.7% |
| 6M | +75.7% | +28.2% | +47.5% | +50.7% |
| YTD | +55.7% | +41.1% | +14.6% | +26.3% |
| 1Y | +181.1% | +61.3% | +119.8% | +113.4% |
| 3Y | +371.6% | +123.6% | +248.0% | +188.4% |
| 5Y | +23.2% | +214.8% | -191.6% | -34.9% |
| All | +23.2% | +211.6% | -188.4% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling