+576.7%
A vs WCC
+4,095.2%
-3,518.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.9% | -1.5% |
| 7D | -0.1% | +3.3% | -3.4% | -1.2% |
| 30D | +3.3% | -9.4% | +12.7% | +5.7% |
| 3M | +18.5% | -10.5% | +29.0% | +21.2% |
| 6M | +59.3% | -10.4% | +69.7% | +61.3% |
| YTD | +31.0% | +34.4% | -3.4% | +16.8% |
| 1Y | +19.3% | +27.7% | -8.3% | +7.8% |
| 3Y | +66.8% | +137.9% | -71.1% | +19.7% |
| 5Y | +15.5% | +147.0% | -131.5% | -21.6% |
| 10Y | +312.3% | +442.5% | -130.1% | +95.5% |
| All | +576.7% | +4,095.2% | -3,518.6% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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