+8.9%
F vs WCC
+1,713.7%
-1,704.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | +0.2% |
| 7D | +5.3% | +4.5% | +0.9% | +3.9% |
| 30D | +4.6% | -5.8% | +10.4% | +6.4% |
| 3M | -3.7% | -3.7% | 0.0% | -3.5% |
| 6M | +16.8% | +23.1% | -6.2% | +7.5% |
| YTD | +15.3% | +44.2% | -28.9% | +0.6% |
| 1Y | +31.0% | +62.1% | -31.1% | +9.6% |
| 3Y | +45.4% | +121.1% | -75.7% | +4.8% |
| 5Y | +54.7% | +214.0% | -159.3% | -2.3% |
| 10Y | +98.2% | +472.8% | -374.6% | -4.8% |
| All | +8.9% | +1,713.7% | -1,704.8% | -69.0% |
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