+134.9%
AS vs WCC
+70.9%
+64.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.3% |
| 7D | +6.9% | -14.7% | +21.6% | +12.2% |
| 30D | +16.0% | -20.1% | +36.1% | +24.2% |
| 3M | -12.8% | -21.2% | +8.3% | -6.7% |
| 6M | -15.4% | -19.2% | +3.8% | -11.2% |
| YTD | -15.7% | +20.2% | -36.0% | -25.7% |
| 1Y | +6.1% | +14.5% | -8.4% | -4.7% |
| All | +134.9% | +70.9% | +64.0% | +69.8% |
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