+61.4%
AMAT vs WCC
+24.5%
+36.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.9% | +6.6% | +4.9% |
| 7D | -11.2% | -8.8% | -2.4% | -4.8% |
| 30D | -31.9% | -16.0% | -15.9% | -21.8% |
| 3M | -32.3% | -15.2% | -17.1% | -23.1% |
| 6M | -5.4% | -8.4% | +3.0% | +1.7% |
| YTD | +44.3% | +30.1% | +14.2% | +17.2% |
| 1Y | +61.4% | +26.4% | +34.9% | +32.7% |
| All | +61.4% | +24.5% | +36.9% | +32.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling