+202.9%
B vs WCC
+131.2%
+71.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.9% | -6.1% | -3.0% |
| 7D | -1.6% | +4.5% | -6.1% | -2.5% |
| 30D | +9.4% | -5.8% | +15.2% | +10.6% |
| 3M | +5.0% | -3.7% | +8.6% | +5.4% |
| 6M | -3.5% | +23.1% | -26.6% | -7.7% |
| YTD | +4.5% | +44.2% | -39.7% | -2.6% |
| 1Y | +67.8% | +62.1% | +5.7% | +54.0% |
| All | +202.9% | +131.2% | +71.7% | +162.6% |
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