+21.7%
GPN vs WEC
+9.7%
+12.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.3% | -1.7% |
| 7D | +15.0% | +6.9% | +8.1% | +16.2% |
| 30D | +16.9% | +16.6% | +0.3% | +20.8% |
| 3M | +9.2% | +9.1% | +0.1% | +10.7% |
| 6M | +34.7% | +3.2% | +31.5% | +33.3% |
| YTD | +25.4% | +14.9% | +10.5% | +32.2% |
| 1Y | +21.7% | +9.2% | +12.6% | +27.7% |
| All | +21.7% | +9.7% | +12.1% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling