+247.2%
AMAT vs WCC
+216.1%
+31.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.9% | +0.4% | +2.2% |
| 7D | -1.5% | +4.5% | -6.0% | -3.8% |
| 30D | -14.8% | -5.8% | -9.0% | -12.1% |
| 3M | -9.3% | -3.7% | -5.6% | -6.7% |
| 6M | +27.4% | +23.1% | +4.3% | +15.4% |
| YTD | +77.6% | +44.2% | +33.4% | +48.5% |
| 1Y | +188.9% | +62.1% | +126.9% | +126.9% |
| 3Y | +202.3% | +121.1% | +81.2% | +89.4% |
| All | +247.2% | +216.1% | +31.1% | +58.9% |
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 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