+377.4%
GH vs WEC
+42.2%
+335.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.3% | -0.4% |
| 7D | -2.1% | +0.8% | -2.9% | -2.2% |
| 30D | -4.5% | +0.3% | -4.8% | -4.6% |
| 3M | +28.9% | -2.9% | +31.8% | +29.2% |
| 6M | +76.5% | -5.9% | +82.4% | +78.0% |
| YTD | +57.6% | +4.1% | +53.5% | +55.8% |
| 1Y | +167.5% | +3.1% | +164.4% | +162.8% |
| 3Y | +377.4% | +40.8% | +336.6% | +268.7% |
| All | +377.4% | +42.2% | +335.2% | +268.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling