+141.1%
WEC vs GPC
+79.8%
+61.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +1.8% |
| 7D | +0.8% | +0.2% | +0.6% | +0.7% |
| 30D | +0.3% | -0.4% | +0.7% | +0.4% |
| 3M | -2.9% | +39.2% | -42.1% | -11.3% |
| 6M | -5.9% | +18.2% | -24.1% | -10.6% |
| YTD | +4.1% | +12.1% | -7.9% | -0.3% |
| 1Y | +3.1% | -0.7% | +3.8% | +1.9% |
| 3Y | +40.8% | -1.7% | +42.4% | +36.3% |
| 5Y | +31.7% | +29.3% | +2.4% | +15.7% |
| 10Y | +141.1% | +80.7% | +60.4% | +73.1% |
| All | +141.1% | +79.8% | +61.3% | +73.1% |
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