+20.9%
GNRC vs WCN
+16.1%
+4.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +2.8% | -12.3% | -8.5% |
| 7D | -6.0% | +6.7% | -12.7% | -3.7% |
| 30D | -12.0% | +24.3% | -36.3% | -5.4% |
| 3M | -13.4% | +16.1% | -29.5% | -8.3% |
| 6M | -26.4% | +19.9% | -46.3% | -20.9% |
| YTD | +38.8% | +10.1% | +28.7% | +52.5% |
| 1Y | +20.9% | +14.4% | +6.5% | +28.3% |
| All | +20.9% | +16.1% | +4.8% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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