+208.4%
AGI vs WCC
+130.1%
+78.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.1% |
| 7D | -2.7% | +1.5% | -4.3% | -3.0% |
| 30D | +7.2% | -2.1% | +9.4% | +7.5% |
| 3M | +4.3% | +3.8% | +0.4% | +3.3% |
| 6M | -27.1% | +35.0% | -62.1% | -30.4% |
| YTD | -6.6% | +46.4% | -53.0% | -11.8% |
| 1Y | +9.5% | +63.0% | -53.5% | +2.2% |
| 3Y | +208.4% | +133.9% | +74.5% | +167.0% |
| All | +208.4% | +130.1% | +78.4% | +167.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling