+23.8%
ED vs WCC
+22.3%
+1.5%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.0% | +1.2% |
| 7D | +2.1% | +9.9% | -7.9% | +3.2% |
| 30D | +10.4% | -8.4% | +18.9% | +9.7% |
| 3M | +12.5% | -10.3% | +22.9% | +11.8% |
| 6M | +14.9% | -10.5% | +25.4% | +15.0% |
| YTD | +24.8% | +32.2% | -7.3% | +32.1% |
| 1Y | +23.8% | +25.5% | -1.7% | +29.6% |
| All | +23.8% | +22.3% | +1.5% | +29.6% |
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 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