+16.9%
D vs WCC
+23.3%
-6.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.1% | -8.7% | -0.2% |
| 7D | +0.8% | -5.7% | +6.5% | +0.5% |
| 30D | +10.7% | -13.5% | +24.2% | +10.3% |
| 3M | +2.3% | -12.9% | +15.2% | +2.0% |
| 6M | +12.5% | -10.7% | +23.2% | +12.4% |
| YTD | +20.1% | +30.0% | -9.9% | +21.3% |
| All | +16.9% | +23.3% | -6.4% | +16.2% |
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