+5,214.8%
GRMN vs WCN
+3,831.9%
+1,383.0%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.1% |
| 7D | +0.2% | -0.4% | +0.6% | +0.3% |
| 30D | -11.3% | -2.1% | -9.2% | -10.6% |
| 3M | +17.7% | +6.4% | +11.3% | +14.9% |
| 6M | +14.2% | -3.7% | +17.8% | +15.1% |
| YTD | +37.0% | -6.4% | +43.4% | +39.3% |
| 1Y | +17.0% | -7.9% | +24.9% | +19.6% |
| 3Y | +183.2% | +20.8% | +162.4% | +159.1% |
| 5Y | +77.3% | +29.0% | +48.3% | +57.5% |
| 10Y | +630.9% | +236.4% | +394.5% | +364.1% |
| All | +5,214.8% | +3,831.9% | +1,383.0% | +1,864.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling