-79.1%
FIG vs WCC
+77.0%
-156.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.9% | -8.2% | -4.0% |
| 7D | -16.3% | +4.5% | -20.8% | -16.0% |
| 30D | -14.3% | -5.8% | -8.5% | -14.6% |
| 3M | +7.2% | -3.7% | +10.8% | +8.5% |
| 6M | -18.6% | +23.1% | -41.7% | -22.0% |
| YTD | -35.5% | +44.2% | -79.6% | -43.4% |
| 1Y | -55.8% | +62.1% | -117.9% | -63.5% |
| All | -79.1% | +77.0% | -156.1% | -82.1% |
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