+5.9%
EXC vs WCC
+64.4%
-58.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.9% |
| 7D | +1.2% | +8.5% | -7.3% | +2.0% |
| 30D | -2.7% | -1.0% | -1.7% | -2.7% |
| 3M | -1.0% | +2.1% | -3.1% | -0.2% |
| 6M | -9.3% | +36.8% | -46.1% | -6.5% |
| YTD | +3.6% | +47.7% | -44.1% | +7.6% |
| 1Y | +5.9% | +66.5% | -60.6% | +11.4% |
| All | +5.9% | +64.4% | -58.5% | +11.4% |
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 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