+22.3%
WM vs GPC
+5.2%
+17.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.7% | +1.4% |
| 7D | +4.5% | +1.7% | +2.8% | +4.2% |
| 30D | +16.1% | -2.3% | +18.4% | +16.3% |
| 3M | +8.0% | -4.5% | +12.5% | +8.6% |
| 6M | +8.4% | +21.6% | -13.1% | +7.0% |
| YTD | +11.2% | +4.0% | +7.2% | +8.7% |
| 1Y | +22.3% | +3.5% | +18.8% | +18.8% |
| All | +22.3% | +5.2% | +17.1% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling