+326.4%
WM vs GPN
+47.3%
+279.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.6% | -0.4% |
| 7D | +1.2% | +3.7% | -2.5% | +0.4% |
| 30D | +13.7% | +23.6% | -9.9% | +8.9% |
| 3M | +5.2% | +18.3% | -13.1% | +1.4% |
| 6M | +11.2% | +47.8% | -36.6% | +2.1% |
| YTD | +9.4% | +32.6% | -23.1% | +1.9% |
| 1Y | +20.4% | +36.0% | -15.6% | +11.4% |
| 3Y | +44.7% | -3.9% | +48.5% | +40.7% |
| 5Y | +58.5% | -19.4% | +77.9% | +56.0% |
| 10Y | +326.4% | +52.1% | +274.3% | +287.1% |
| All | +326.4% | +47.3% | +279.1% | +287.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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