+1,309.1%
WDC vs GPC
+83.6%
+1,225.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.2% | +0.6% |
| 7D | +7.5% | -0.6% | +8.1% | +7.7% |
| 30D | +10.1% | +1.3% | +8.8% | +9.2% |
| 3M | -6.8% | +37.1% | -43.9% | -22.9% |
| 6M | +84.1% | +23.2% | +60.9% | +60.3% |
| YTD | +180.3% | +13.1% | +167.2% | +151.1% |
| 1Y | +411.1% | +0.9% | +410.2% | +385.8% |
| 3Y | +1,375.0% | -0.8% | +1,375.8% | +1,228.4% |
| 5Y | +991.6% | +31.1% | +960.4% | +703.3% |
| 10Y | +1,309.1% | +87.4% | +1,221.7% | +735.8% |
| All | +1,309.1% | +83.6% | +1,225.5% | +735.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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