-44.2%
GPN vs WCC
+211.6%
-255.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.0% | +2.8% |
| 7D | -3.5% | +1.7% | -5.2% | -4.1% |
| 30D | +3.1% | -6.1% | +9.2% | +4.8% |
| 3M | +42.3% | +3.1% | +39.2% | +38.8% |
| 6M | +20.9% | +28.2% | -7.4% | +8.1% |
| YTD | +15.2% | +41.1% | -25.9% | -1.2% |
| 1Y | +5.4% | +61.3% | -55.8% | -14.8% |
| 3Y | -27.4% | +123.6% | -151.0% | -51.7% |
| 5Y | -44.2% | +214.8% | -259.0% | -70.7% |
| All | -44.2% | +211.6% | -255.8% | -70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling