+18.6%
GLXY vs WCC
+111.3%
-92.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.5% | +0.3% | +0.7% |
| 7D | +15.5% | +8.5% | +7.0% | +7.8% |
| 30D | +34.1% | -1.0% | +35.1% | +35.2% |
| 3M | -11.3% | +2.1% | -13.5% | -12.9% |
| 6M | +31.6% | +36.8% | -5.2% | +1.9% |
| YTD | +21.0% | +47.7% | -26.8% | -12.0% |
| 1Y | +11.7% | +66.5% | -54.8% | -22.8% |
| All | +18.6% | +111.3% | -92.7% | -28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling