+712.3%
WDC vs GPC
+1.0%
+711.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.5% |
| 7D | -28.0% | +1.6% | -29.5% | -27.9% |
| 30D | -34.9% | -2.1% | -32.9% | -35.0% |
| 3M | -41.6% | -6.8% | -34.8% | -41.5% |
| 6M | -45.4% | +18.6% | -64.0% | -47.3% |
| YTD | +53.3% | +2.7% | +50.6% | +50.2% |
| 1Y | +61.5% | +1.8% | +59.8% | +58.7% |
| 3Y | +712.3% | +1.1% | +711.3% | +640.3% |
| All | +712.3% | +1.0% | +711.4% | +640.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling