+541.7%
IBB vs WCC
+4,108.2%
-3,566.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -1.8% |
| 7D | +1.4% | +4.5% | -3.0% | +0.4% |
| 30D | +10.5% | -5.8% | +16.3% | +11.8% |
| 3M | +23.6% | -3.7% | +27.3% | +23.7% |
| 6M | +22.6% | +23.1% | -0.4% | +15.4% |
| YTD | +25.7% | +44.2% | -18.5% | +13.7% |
| 1Y | +51.4% | +62.1% | -10.7% | +32.7% |
| 3Y | +64.4% | +121.1% | -56.7% | +29.0% |
| 5Y | +22.1% | +214.0% | -191.8% | -14.9% |
| 10Y | +132.5% | +472.8% | -340.3% | +27.1% |
| All | +541.7% | +4,108.2% | -3,566.6% | +92.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling