+91.0%
ALLE vs WCC
+106.2%
-15.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.6% | +6.7% | -1.0% |
| 7D | 0.0% | -21.9% | +21.9% | +4.6% |
| 30D | +20.6% | -25.4% | +46.0% | +27.2% |
| 3M | +11.4% | -23.1% | +34.5% | +16.4% |
| 6M | +42.5% | -18.1% | +60.6% | +46.1% |
| YTD | +18.9% | +17.7% | +1.2% | +11.3% |
| 1Y | +14.2% | +12.4% | +1.8% | +7.9% |
| All | +91.0% | +106.2% | -15.2% | +35.6% |
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