+96.9%
AU vs WCC
+61.8%
+35.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.9% | -6.2% | -4.3% |
| 7D | -3.6% | +4.5% | -8.1% | -5.8% |
| 30D | +23.9% | -5.8% | +29.7% | +27.3% |
| 3M | +19.1% | -3.7% | +22.7% | +20.4% |
| 6M | -0.2% | +23.1% | -23.2% | -12.4% |
| YTD | +32.5% | +44.2% | -11.7% | +7.0% |
| 1Y | +96.9% | +62.1% | +34.9% | +54.0% |
| All | +96.9% | +61.8% | +35.2% | +54.0% |
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