+21.6%
AR vs WCC
+66.8%
-45.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | 0.0% |
| 7D | -1.2% | +6.8% | -8.0% | -0.6% |
| 30D | +5.5% | -3.0% | +8.5% | +5.3% |
| 3M | +12.9% | +0.2% | +12.7% | +13.4% |
| 6M | +0.1% | +33.2% | -33.1% | +0.6% |
| YTD | +13.5% | +45.8% | -32.3% | +13.4% |
| 1Y | +21.6% | +68.4% | -46.8% | +18.7% |
| All | +21.6% | +66.8% | -45.3% | +18.7% |
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