+2,600.4%
GPN vs WEC
+2,549.4%
+51.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +3.8% |
| 7D | -5.6% | +2.3% | -8.0% | -6.6% |
| 30D | +13.6% | +11.1% | +2.5% | +8.2% |
| 3M | -2.8% | +8.4% | -11.3% | -6.6% |
| 6M | +38.1% | +7.5% | +30.6% | +33.1% |
| YTD | +19.9% | +15.3% | +4.6% | +11.0% |
| 1Y | +23.4% | +9.7% | +13.7% | +16.9% |
| 3Y | -12.6% | +64.7% | -77.3% | -32.6% |
| 5Y | -26.6% | +57.3% | -83.9% | -42.9% |
| 10Y | +40.4% | +195.9% | -155.5% | -20.2% |
| All | +2,600.4% | +2,549.4% | +51.0% | +565.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling