+142.2%
AS vs WCC
+84.8%
+57.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.1% | -5.0% | +0.4% |
| 7D | +5.8% | -5.7% | +11.5% | +7.2% |
| 30D | +15.4% | -13.5% | +28.8% | +20.1% |
| 3M | -11.9% | -12.9% | +1.0% | -9.0% |
| 6M | -9.9% | -10.7% | +0.8% | -8.8% |
| YTD | -13.1% | +30.0% | -43.1% | -25.4% |
| 1Y | +9.9% | +24.7% | -14.8% | -4.3% |
| All | +142.2% | +84.8% | +57.5% | +70.4% |
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