+5,928.6%
WPM vs GPC
+545.4%
+5,383.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.3% |
| 7D | +1.1% | +1.2% | -0.1% | +0.8% |
| 30D | +26.4% | +6.0% | +20.4% | +24.5% |
| 3M | +20.8% | +42.6% | -21.8% | +9.9% |
| 6M | +1.1% | +22.8% | -21.6% | -4.5% |
| YTD | +32.5% | +15.5% | +17.0% | +26.5% |
| 1Y | +51.5% | +2.0% | +49.5% | +49.1% |
| 3Y | +267.0% | -1.4% | +268.5% | +255.0% |
| 5Y | +250.1% | +30.6% | +219.5% | +209.1% |
| 10Y | +540.4% | +80.6% | +459.8% | +376.3% |
| All | +5,928.6% | +545.4% | +5,383.2% | +2,263.9% |
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