-25.1%
AA vs WCC
+1,412.6%
-1,437.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.0% |
| 7D | +0.9% | -14.7% | +15.6% | +7.3% |
| 30D | -6.7% | -20.1% | +13.4% | +1.7% |
| 3M | -16.3% | -21.2% | +4.8% | -8.7% |
| 6M | -37.1% | -19.2% | -17.9% | -32.3% |
| YTD | -25.0% | +20.2% | -45.2% | -32.7% |
| 1Y | +8.6% | +14.5% | -5.9% | -0.3% |
| 3Y | +57.2% | +115.1% | -57.9% | +7.1% |
| 5Y | -13.0% | +121.5% | -134.5% | -43.6% |
| 10Y | +65.5% | +468.1% | -402.6% | -28.0% |
| All | -25.1% | +1,412.6% | -1,437.7% | -78.5% |
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