+197.9%
WEC vs GPC
+74.9%
+123.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | +11.1% | -6.3% | +17.4% | +12.8% |
| 3M | +8.4% | -8.2% | +16.6% | +10.6% |
| 6M | +7.5% | +27.1% | -19.6% | +0.3% |
| YTD | +15.3% | +3.1% | +12.2% | +12.7% |
| 1Y | +9.7% | +0.1% | +9.7% | +8.0% |
| 3Y | +64.7% | +0.2% | +64.5% | +58.2% |
| 5Y | +57.3% | +4.9% | +52.4% | +46.8% |
| All | +197.9% | +74.9% | +123.0% | +111.2% |
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