+249.6%
ALAB vs WCC
+97.1%
+152.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +8.1% | +5.6% | +6.8% |
| 7D | -5.6% | -5.7% | +0.1% | -0.1% |
| 30D | -36.6% | -13.5% | -23.2% | -27.5% |
| 3M | -35.1% | -12.9% | -22.2% | -26.0% |
| 6M | +8.5% | -10.7% | +19.2% | +23.4% |
| YTD | +30.4% | +30.0% | +0.4% | +9.4% |
| 1Y | +31.0% | +24.7% | +6.3% | +14.3% |
| All | +249.6% | +97.1% | +152.5% | +115.9% |
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 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