+7,873.3%
FIX vs WCC
+1,591.1%
+6,282.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +17.0% | +14.2% | +2.8% | +11.8% |
| 30D | -30.6% | -9.8% | -20.7% | -27.3% |
| 3M | -35.0% | -10.1% | -24.9% | -31.7% |
| 6M | -44.0% | -9.4% | -34.6% | -41.0% |
| YTD | +21.1% | +34.4% | -13.3% | +12.0% |
| 1Y | +16.3% | +23.3% | -7.0% | +10.8% |
| 3Y | +507.4% | +137.9% | +369.5% | +360.0% |
| 5Y | +1,052.1% | +144.0% | +908.1% | +734.0% |
| 10Y | +3,650.8% | +442.5% | +3,208.4% | +1,866.1% |
| All | +7,873.3% | +1,591.1% | +6,282.2% | +2,331.2% |
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 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