+43.1%
GRMN vs WCN
+16.1%
+27.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.8% | +3.8% | +5.9% |
| 7D | +6.1% | +6.7% | -0.6% | +4.6% |
| 30D | +1.3% | +24.3% | -23.0% | -3.2% |
| 3M | -5.6% | +16.1% | -21.7% | -8.6% |
| 6M | +22.2% | +19.9% | +2.2% | +18.4% |
| YTD | +44.3% | +10.1% | +34.2% | +41.1% |
| 1Y | +43.1% | +14.4% | +28.6% | +39.8% |
| All | +43.1% | +16.1% | +27.0% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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