-23.5%
ACI vs WCC
+26.8%
-50.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.7% | -0.9% |
| 7D | -5.3% | +3.3% | -8.6% | -4.9% |
| 30D | +5.0% | -9.4% | +14.5% | +4.0% |
| 3M | +7.5% | -10.5% | +18.0% | +6.5% |
| 6M | -16.0% | -10.4% | -5.6% | -16.1% |
| YTD | -20.6% | +34.4% | -55.1% | -21.3% |
| 1Y | -23.5% | +27.7% | -51.2% | -24.5% |
| All | -23.5% | +26.8% | -50.3% | -24.5% |
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 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