+5,214.4%
WPM vs GPC
+482.9%
+4,731.5%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.3% | -4.9% |
| 7D | +16.4% | +0.4% | +16.0% | +16.3% |
| 30D | -1.5% | -1.8% | +0.4% | -1.1% |
| 3M | +2.6% | -6.6% | +9.1% | +4.4% |
| 6M | -1.3% | +21.3% | -22.7% | -6.5% |
| YTD | +16.8% | +4.3% | +12.5% | +14.5% |
| 1Y | +34.1% | +3.3% | +30.9% | +31.8% |
| 3Y | +225.1% | +0.8% | +224.4% | +212.7% |
| 5Y | +234.5% | +7.4% | +227.1% | +211.7% |
| 10Y | +674.1% | +79.2% | +594.9% | +469.0% |
| All | +5,214.4% | +482.9% | +4,731.5% | +2,038.7% |
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