-0.5%
GNRC vs WCN
-9.1%
+8.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +3.0% |
| 7D | -0.2% | -3.1% | +2.9% | -0.9% |
| 30D | -15.7% | -3.4% | -12.3% | -16.4% |
| 3M | -27.3% | +3.0% | -30.3% | -27.0% |
| 6M | -12.1% | -3.8% | -8.3% | -11.0% |
| YTD | +37.1% | -8.3% | +45.4% | +38.1% |
| 1Y | -0.5% | -9.7% | +9.3% | +2.9% |
| All | -0.5% | -9.1% | +8.7% | +2.9% |
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