+5,240.8%
GRMN vs WCC
+4,580.6%
+660.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -3.9% | -1.0% |
| 7D | -2.9% | +4.5% | -7.3% | -4.0% |
| 30D | -8.4% | -5.8% | -2.6% | -7.1% |
| 3M | +15.0% | -3.7% | +18.7% | +15.0% |
| 6M | +11.2% | +23.1% | -11.9% | +3.6% |
| YTD | +37.7% | +44.2% | -6.5% | +22.8% |
| 1Y | +18.5% | +62.1% | -43.6% | +1.8% |
| 3Y | +175.8% | +121.1% | +54.7% | +109.7% |
| 5Y | +75.1% | +214.0% | -138.9% | +16.5% |
| 10Y | +637.0% | +472.8% | +164.2% | +277.7% |
| All | +5,240.8% | +4,580.6% | +660.2% | +1,616.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling