+72.8%
AG vs WCC
+228.2%
-155.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.5% |
| 7D | -0.1% | +6.8% | -6.9% | -2.5% |
| 30D | +12.5% | -3.0% | +15.5% | +13.5% |
| 3M | +28.2% | +0.2% | +28.0% | +27.5% |
| 6M | -18.8% | +33.2% | -52.0% | -26.5% |
| YTD | +27.4% | +45.8% | -18.4% | +12.1% |
| 1Y | +132.2% | +68.4% | +63.8% | +96.4% |
| 3Y | +286.9% | +131.1% | +155.7% | +187.9% |
| 5Y | +72.8% | +225.6% | -152.8% | +16.9% |
| All | +72.8% | +228.2% | -155.4% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling