+43.1%
GRMN vs WCC
+24.5%
+18.6%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -9.9% | +16.4% | +7.4% |
| 7D | +6.1% | -8.8% | +14.9% | +6.9% |
| 30D | +1.3% | -16.0% | +17.3% | +3.1% |
| 3M | -5.6% | -15.2% | +9.7% | -4.2% |
| 6M | +22.2% | -8.4% | +30.6% | +22.7% |
| YTD | +44.3% | +30.1% | +14.2% | +27.1% |
| 1Y | +43.1% | +26.4% | +16.6% | +26.5% |
| All | +43.1% | +24.5% | +18.6% | +26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling