-7.3%
F vs WCC
+1,412.6%
-1,419.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.4% |
| 7D | +1.6% | -14.7% | +16.2% | +6.1% |
| 30D | +2.6% | -20.1% | +22.7% | +9.1% |
| 3M | -8.8% | -21.2% | +12.3% | -3.1% |
| 6M | +4.6% | -19.2% | +23.8% | +9.4% |
| YTD | -1.9% | +20.2% | -22.1% | -10.4% |
| 1Y | -0.8% | +14.5% | -15.2% | -8.1% |
| 3Y | +43.5% | +115.1% | -71.7% | +3.3% |
| 5Y | -12.1% | +121.5% | -133.6% | -38.8% |
| 10Y | +83.6% | +468.1% | -384.5% | -11.8% |
| All | -7.3% | +1,412.6% | -1,419.9% | -72.4% |
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 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