+71.8%
GH vs WEC
+9.7%
+62.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.3% | -6.0% | -3.1% |
| 7D | -7.7% | +6.9% | -14.6% | -6.3% |
| 30D | -10.0% | +16.6% | -26.6% | -7.2% |
| 3M | +5.5% | +9.1% | -3.6% | +8.3% |
| 6M | +84.9% | +3.2% | +81.7% | +90.6% |
| YTD | +65.0% | +14.9% | +50.1% | +65.7% |
| 1Y | +71.8% | +9.2% | +62.6% | +75.8% |
| All | +71.8% | +9.7% | +62.1% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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