+255.2%
AG vs WCC
+406.9%
-151.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.8% | -1.8% |
| 7D | -10.0% | +9.9% | -19.9% | -13.2% |
| 30D | -10.5% | -8.4% | -2.0% | -8.3% |
| 3M | -27.3% | -10.3% | -16.9% | -25.1% |
| 6M | -43.0% | -10.5% | -32.5% | -41.4% |
| YTD | -17.9% | +32.2% | -50.1% | -27.1% |
| 1Y | +11.9% | +25.5% | -13.6% | +1.4% |
| 3Y | +201.8% | +134.7% | +67.1% | +107.2% |
| 5Y | -0.1% | +139.9% | -140.0% | -37.0% |
| 10Y | +72.7% | +433.5% | -360.7% | -32.6% |
| All | +255.2% | +406.9% | -151.7% | +12.4% |
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