+495.0%
FIX vs WCC
+135.5%
+359.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | -13.9% | -9.9% | -4.0% | -6.8% |
| 30D | -35.5% | -13.4% | -22.1% | -28.1% |
| 3M | -33.9% | -13.5% | -20.5% | -26.2% |
| 6M | -43.3% | -10.6% | -32.7% | -37.7% |
| YTD | +18.7% | +30.1% | -11.4% | +4.1% |
| 1Y | +13.8% | +22.3% | -8.6% | +3.6% |
| 3Y | +495.0% | +130.3% | +364.7% | +229.2% |
| All | +495.0% | +135.5% | +359.5% | +229.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling