-1.8%
FWONK vs WCC
+24.5%
-26.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -9.9% | +13.4% | +3.3% |
| 7D | +8.9% | -8.8% | +17.7% | +8.6% |
| 30D | +4.1% | -16.0% | +20.1% | +3.7% |
| 3M | +2.6% | -15.2% | +17.8% | +2.2% |
| 6M | +12.2% | -8.4% | +20.6% | +11.8% |
| YTD | +0.4% | +30.1% | -29.7% | -3.8% |
| 1Y | -1.8% | +26.4% | -28.2% | -7.3% |
| All | -1.8% | +24.5% | -26.3% | -7.3% |
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