+44.9%
IBKR vs WCC
+66.6%
-21.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.7% | -1.6% | +0.6% |
| 7D | -1.3% | +1.5% | -2.9% | -2.1% |
| 30D | -0.2% | -2.1% | +1.9% | +0.5% |
| 3M | +3.0% | +3.8% | -0.9% | +0.3% |
| 6M | +33.9% | +35.0% | -1.1% | +12.6% |
| YTD | +42.5% | +46.4% | -3.9% | +14.3% |
| 1Y | +44.9% | +63.0% | -18.1% | +13.3% |
| All | +44.9% | +66.6% | -21.7% | +13.3% |
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