+26,336.4%
WM vs GPC
+2,341.8%
+23,994.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.6% |
| 7D | -0.3% | +1.2% | -1.5% | -0.7% |
| 30D | -2.4% | +6.0% | -8.3% | -4.3% |
| 3M | +0.4% | +42.6% | -42.2% | -11.4% |
| 6M | -9.5% | +22.8% | -32.2% | -16.4% |
| YTD | +0.5% | +15.5% | -14.9% | -5.9% |
| 1Y | -1.1% | +2.0% | -3.1% | -3.5% |
| 3Y | +46.0% | -1.4% | +47.5% | +39.3% |
| 5Y | +51.8% | +30.6% | +21.2% | +28.6% |
| 10Y | +307.5% | +80.6% | +226.9% | +191.1% |
| All | +26,336.4% | +2,341.8% | +23,994.6% | +7,892.7% |
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