+181.1%
GH vs WEC
+0.7%
+180.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.6% | -2.5% |
| 7D | -1.2% | -1.3% | 0.0% | -1.6% |
| 30D | -3.7% | -0.4% | -3.3% | -3.8% |
| 3M | +21.7% | -6.8% | +28.5% | +20.1% |
| 6M | +75.7% | -6.4% | +82.1% | +74.3% |
| YTD | +55.7% | +2.5% | +53.2% | +64.1% |
| 1Y | +181.1% | -0.4% | +181.5% | +176.3% |
| All | +181.1% | +0.7% | +180.5% | +176.3% |
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