+5,202.3%
FAST vs WCC
+1,713.7%
+3,488.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.9% | -3.1% | -0.3% |
| 7D | -0.4% | +4.5% | -4.8% | -1.6% |
| 30D | -0.8% | -5.8% | +5.0% | +0.7% |
| 3M | +5.8% | -3.7% | +9.4% | +5.9% |
| 6M | +8.0% | +23.1% | -15.1% | +0.1% |
| YTD | +25.6% | +44.2% | -18.5% | +11.2% |
| 1Y | +0.8% | +62.1% | -61.3% | -14.3% |
| 3Y | +86.1% | +121.1% | -35.0% | +37.4% |
| 5Y | +100.2% | +214.0% | -113.7% | +27.5% |
| 10Y | +494.2% | +472.8% | +21.4% | +187.2% |
| All | +5,202.3% | +1,713.7% | +3,488.6% | +1,464.3% |
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