+4,422.3%
WEC vs GPC
+2,088.4%
+2,333.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | -0.5% | -2.1% | +1.6% | 0.0% |
| 30D | +12.0% | -4.5% | +16.5% | +13.2% |
| 3M | +11.1% | -7.7% | +18.8% | +13.1% |
| 6M | +6.0% | +24.3% | -18.3% | -0.3% |
| YTD | +14.3% | +3.5% | +10.8% | +11.7% |
| 1Y | +8.0% | +0.7% | +7.2% | +6.2% |
| 3Y | +62.8% | 0.0% | +62.9% | +57.2% |
| 5Y | +55.3% | +5.8% | +49.5% | +46.0% |
| 10Y | +193.2% | +75.8% | +117.4% | +129.3% |
| All | +4,422.3% | +2,088.4% | +2,333.9% | +2,010.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling