+75.6%
GRMN vs WCN
+25.5%
+50.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.4% |
| 7D | -1.8% | -4.4% | +2.6% | -0.1% |
| 30D | -12.1% | -4.4% | -7.7% | -10.6% |
| 3M | +18.0% | +0.5% | +17.5% | +17.8% |
| 6M | +13.7% | -3.3% | +17.0% | +14.8% |
| YTD | +35.3% | -8.5% | +43.8% | +39.4% |
| 1Y | +17.2% | -8.9% | +26.2% | +21.0% |
| 3Y | +179.6% | +18.0% | +161.6% | +149.3% |
| 5Y | +75.6% | +25.0% | +50.5% | +46.3% |
| All | +75.6% | +25.5% | +50.1% | +46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling