+401.3%
GH vs WEC
+105.6%
+295.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -0.1% | -0.3% | +0.2% | 0.0% |
| 30D | -1.1% | -1.3% | +0.2% | -0.8% |
| 3M | +21.3% | -3.9% | +25.2% | +22.3% |
| 6M | +73.5% | -8.3% | +81.8% | +77.2% |
| YTD | +58.0% | +3.1% | +55.0% | +55.9% |
| 1Y | +163.1% | +1.9% | +161.1% | +159.4% |
| 3Y | +361.0% | +41.9% | +319.1% | +302.4% |
| 5Y | +22.5% | +30.8% | -8.2% | +9.0% |
| All | +401.3% | +105.6% | +295.7% | +293.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling