+2,104.1%
GNRC vs WCC
+1,236.7%
+867.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.4% |
| 7D | +3.2% | +6.8% | -3.6% | 0.0% |
| 30D | -9.5% | -3.0% | -6.5% | -8.2% |
| 3M | -28.5% | +0.2% | -28.8% | -28.7% |
| 6M | -10.0% | +33.2% | -43.1% | -21.6% |
| YTD | +36.7% | +45.8% | -9.1% | +14.7% |
| 1Y | +2.6% | +68.4% | -65.8% | -20.0% |
| 3Y | +61.9% | +131.1% | -69.2% | +2.6% |
| 5Y | -59.0% | +225.6% | -284.6% | -78.1% |
| 10Y | +444.8% | +534.2% | -89.4% | +89.9% |
| All | +2,104.1% | +1,236.7% | +867.4% | +452.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling