+0.3%
GLD vs WCC
+23.3%
-23.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.1% | -6.2% | +0.6% |
| 7D | +4.9% | -5.7% | +10.6% | +5.5% |
| 30D | -1.3% | -13.5% | +12.1% | +0.8% |
| 3M | -4.8% | -12.9% | +8.1% | -3.1% |
| 6M | -12.5% | -10.7% | -1.8% | -11.7% |
| YTD | -4.2% | +30.0% | -34.2% | -10.1% |
| All | +0.3% | +23.3% | -23.0% | -5.9% |
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