+132.8%
AMAT vs WCC
+106.2%
+26.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -9.6% | -4.0% | -7.9% |
| 7D | -24.3% | -21.9% | -2.4% | -12.3% |
| 30D | -39.8% | -25.4% | -14.4% | -28.4% |
| 3M | -40.2% | -23.1% | -17.1% | -30.2% |
| 6M | -22.1% | -18.1% | -4.1% | -11.3% |
| YTD | +24.7% | +17.7% | +7.0% | +18.5% |
| 1Y | +33.3% | +12.4% | +20.9% | +29.4% |
| All | +132.8% | +106.2% | +26.6% | +58.6% |
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