+4.3%
EWZ vs WCC
+13.7%
-9.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | +0.4% |
| 7D | -1.5% | -14.7% | +13.2% | +0.8% |
| 30D | -24.5% | -20.1% | -4.5% | -21.7% |
| 3M | -10.7% | -21.2% | +10.5% | -7.3% |
| 6M | -19.1% | -19.2% | +0.1% | -17.0% |
| YTD | +1.6% | +20.2% | -18.6% | -6.8% |
| 1Y | +4.3% | +14.5% | -10.2% | -4.6% |
| All | +4.3% | +13.7% | -9.4% | -4.6% |
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