+24.6%
AR vs WCC
+110.7%
-86.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.1% |
| 7D | -14.3% | -14.7% | +0.4% | -12.4% |
| 30D | +1.4% | -20.1% | +21.5% | +4.4% |
| 3M | +3.4% | -21.2% | +24.5% | +6.4% |
| 6M | -2.1% | -19.2% | +17.1% | -0.1% |
| YTD | +4.7% | +20.2% | -15.5% | -3.3% |
| 1Y | +10.6% | +14.5% | -3.9% | +3.2% |
| 3Y | +24.6% | +115.1% | -90.5% | -11.1% |
| All | +24.6% | +110.7% | -86.1% | -11.1% |
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