+46.2%
IBB vs WCC
+64.4%
-18.3%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.6% | -2.5% |
| 7D | -1.7% | +8.5% | -10.1% | -2.8% |
| 30D | +4.9% | -1.0% | +5.8% | +4.9% |
| 3M | +24.2% | +2.1% | +22.1% | +23.5% |
| 6M | +23.8% | +36.8% | -13.0% | +15.7% |
| YTD | +23.0% | +47.7% | -24.8% | +13.5% |
| 1Y | +46.2% | +66.5% | -20.4% | +32.3% |
| All | +46.2% | +64.4% | -18.3% | +32.3% |
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