+25.3%
GPN vs WEC
+146.6%
-121.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -4.6% | -0.6% | -4.0% | -4.4% |
| 30D | -0.3% | -2.6% | +2.4% | +0.8% |
| 3M | +35.4% | -6.0% | +41.5% | +39.1% |
| 6M | +21.7% | -5.4% | +27.1% | +24.0% |
| YTD | +14.9% | +2.5% | +12.4% | +12.3% |
| 1Y | +3.2% | -0.7% | +3.9% | +2.2% |
| 3Y | -27.1% | +38.7% | -65.9% | -39.5% |
| 5Y | -44.4% | +31.7% | -76.0% | -53.3% |
| All | +25.3% | +146.6% | -121.2% | -11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling