+669.0%
GRMN vs WCN
+235.9%
+433.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.1% | +4.2% |
| 7D | +2.4% | -3.1% | +5.5% | +4.0% |
| 30D | -8.5% | -3.4% | -5.1% | -7.0% |
| 3M | +19.5% | +3.0% | +16.5% | +17.7% |
| 6M | +21.2% | -3.8% | +24.9% | +22.6% |
| YTD | +41.0% | -8.3% | +49.4% | +45.8% |
| 1Y | +19.6% | -9.7% | +29.3% | +24.4% |
| 3Y | +183.8% | +17.2% | +166.6% | +151.0% |
| 5Y | +83.0% | +25.3% | +57.7% | +53.6% |
| All | +669.0% | +235.9% | +433.1% | +310.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling