+365.7%
ALAB vs WCC
+124.0%
+241.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.5% | -9.4% | -8.9% |
| 7D | +3.2% | +8.5% | -5.3% | -3.2% |
| 30D | -13.6% | -1.0% | -12.6% | -13.0% |
| 3M | -16.6% | +2.1% | -18.7% | -17.1% |
| 6M | +142.3% | +36.8% | +105.5% | +95.5% |
| YTD | +73.6% | +47.7% | +25.9% | +28.5% |
| 1Y | +33.7% | +66.5% | -32.8% | -10.1% |
| All | +365.7% | +124.0% | +241.7% | +153.5% |
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 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