+0.3%
WM vs GPN
+1.2%
-0.9%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.5% |
| 7D | -1.2% | -6.2% | +5.1% | -0.9% |
| 30D | -4.5% | +1.0% | -5.5% | -4.6% |
| 3M | -2.2% | +36.9% | -39.1% | -3.0% |
| 6M | -11.5% | +16.8% | -28.3% | -11.7% |
| YTD | -0.7% | +13.2% | -13.9% | 0.0% |
| 1Y | +0.3% | +1.4% | -1.1% | +3.0% |
| All | +0.3% | +1.2% | -0.9% | +3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling