+4.9%
AA vs WCC
+22.3%
-17.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.1% |
| 7D | +0.5% | +9.9% | -9.4% | -3.3% |
| 30D | -0.6% | -8.4% | +7.9% | +2.0% |
| 3M | -19.7% | -10.3% | -9.3% | -17.2% |
| 6M | -41.6% | -10.5% | -31.1% | -39.8% |
| YTD | -24.6% | +32.2% | -56.8% | -40.2% |
| 1Y | +4.9% | +25.5% | -20.7% | -13.3% |
| All | +4.9% | +22.3% | -17.5% | -13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling