-51.1%
WU vs GPC
+29.0%
-80.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -1.5% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | -1.1% | -0.4% | -0.7% | -1.0% |
| 3M | -1.8% | +39.2% | -41.0% | -12.9% |
| 6M | -23.9% | +18.2% | -42.1% | -28.7% |
| YTD | -20.4% | +12.1% | -32.5% | -24.6% |
| 1Y | -10.6% | -0.7% | -9.9% | -11.5% |
| 3Y | -27.7% | -1.7% | -26.1% | -30.7% |
| 5Y | -51.1% | +29.3% | -80.4% | -62.1% |
| All | -51.1% | +29.0% | -80.2% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling