+224.1%
B vs WCC
+1,412.6%
-1,188.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | +0.3% |
| 7D | +9.6% | -14.7% | +24.3% | +11.2% |
| 30D | +3.5% | -20.1% | +23.6% | +5.7% |
| 3M | -1.6% | -21.2% | +19.6% | +0.5% |
| 6M | -1.7% | -19.2% | +17.5% | +0.1% |
| YTD | -5.3% | +20.2% | -25.5% | -7.5% |
| 1Y | +27.2% | +14.5% | +12.8% | +24.9% |
| 3Y | +166.1% | +115.1% | +51.0% | +141.7% |
| 5Y | +136.5% | +121.5% | +15.0% | +110.2% |
| 10Y | +172.2% | +468.1% | -295.9% | +110.2% |
| All | +224.1% | +1,412.6% | -1,188.5% | +129.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling