+197.9%
WEC vs GRMN
+628.7%
-430.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | +2.3% | -0.9% | +3.2% | +2.5% |
| 30D | +11.1% | +1.2% | +9.9% | +10.7% |
| 3M | +8.4% | -8.9% | +17.4% | +10.2% |
| 6M | +7.5% | +23.0% | -15.5% | +2.2% |
| YTD | +15.3% | +41.2% | -25.9% | +5.7% |
| 1Y | +9.7% | +47.5% | -37.8% | -0.5% |
| 3Y | +64.7% | +155.8% | -91.1% | +22.4% |
| 5Y | +57.3% | +120.2% | -62.9% | +20.2% |
| All | +197.9% | +628.7% | -430.8% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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