+20.2%
WM vs GNRC
+24.2%
-4.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.7% | -5.5% | +1.7% |
| 7D | +0.8% | +2.5% | -1.7% | +1.0% |
| 30D | +13.8% | -11.2% | +25.0% | +13.3% |
| 3M | +6.4% | -10.1% | +16.5% | +6.1% |
| 6M | +13.2% | -28.5% | +41.7% | +11.9% |
| YTD | +10.8% | +42.3% | -31.5% | +6.1% |
| 1Y | +20.2% | +22.8% | -2.7% | +15.0% |
| All | +20.2% | +24.2% | -4.0% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling