+11,272.1%
FIX vs WCC
+1,713.7%
+9,558.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.9% | -2.0% | +0.6% |
| 7D | +6.0% | +4.5% | +1.6% | +4.4% |
| 30D | -7.2% | -5.8% | -1.4% | -5.2% |
| 3M | -15.9% | -3.7% | -12.2% | -14.2% |
| 6M | +12.7% | +23.1% | -10.3% | +6.0% |
| YTD | +72.8% | +44.2% | +28.6% | +54.1% |
| 1Y | +122.9% | +62.1% | +60.8% | +91.0% |
| 3Y | +774.3% | +121.1% | +653.2% | +566.9% |
| 5Y | +2,049.5% | +214.0% | +1,835.5% | +1,320.0% |
| 10Y | +5,821.5% | +472.8% | +5,348.7% | +2,899.3% |
| All | +11,272.1% | +1,713.7% | +9,558.3% | +3,245.1% |
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