+14.4%
FIX vs WCC
+24.5%
-10.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -9.9% | -5.2% | -6.1% |
| 7D | -18.9% | -8.8% | -10.1% | -11.5% |
| 30D | -36.3% | -16.0% | -20.3% | -25.1% |
| 3M | -38.5% | -15.2% | -23.3% | -28.3% |
| 6M | -42.3% | -8.4% | -33.9% | -36.8% |
| YTD | +17.1% | +30.1% | -13.0% | -7.7% |
| 1Y | +14.4% | +26.4% | -12.0% | -7.7% |
| All | +14.4% | +24.5% | -10.1% | -7.7% |
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