+8.6%
AEIS vs WCC
+24.5%
-15.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -9.9% | -1.2% | -1.2% |
| 7D | -12.7% | -8.8% | -3.9% | -4.2% |
| 30D | -28.8% | -16.0% | -12.8% | -14.9% |
| 3M | -38.0% | -15.2% | -22.8% | -26.1% |
| 6M | -45.3% | -8.4% | -36.9% | -38.7% |
| YTD | +1.1% | +30.1% | -29.0% | -17.4% |
| 1Y | +8.6% | +26.4% | -17.8% | -11.1% |
| All | +8.6% | +24.5% | -15.8% | -11.1% |
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