+142.1%
WEC vs GRMN
+646.1%
-504.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.3% | -1.8% | +0.5% | -0.9% |
| 30D | -0.4% | -12.1% | +11.7% | +2.1% |
| 3M | -6.8% | +18.0% | -24.8% | -10.4% |
| 6M | -6.4% | +13.7% | -20.1% | -9.6% |
| YTD | +2.5% | +35.3% | -32.8% | -5.1% |
| 1Y | -0.4% | +17.2% | -17.6% | -5.1% |
| 3Y | +38.5% | +179.6% | -141.1% | 0.0% |
| 5Y | +31.7% | +75.6% | -43.9% | +7.9% |
| All | +142.1% | +646.1% | -504.0% | +38.1% |
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