+37.9%
IBB vs WCC
+23.3%
+14.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.1% | -5.3% | +1.7% |
| 7D | +2.7% | -5.7% | +8.4% | +3.1% |
| 30D | +6.3% | -13.5% | +19.8% | +7.7% |
| 3M | +11.1% | -12.9% | +23.9% | +12.2% |
| 6M | +29.2% | -10.7% | +39.9% | +29.7% |
| YTD | +30.2% | +30.0% | +0.2% | +20.6% |
| All | +37.9% | +23.3% | +14.6% | +28.9% |
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