+23.7%
IP vs WCC
+460.5%
-436.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | 0.0% | -9.9% | +10.0% | +3.1% |
| 30D | +9.4% | -13.4% | +22.8% | +13.6% |
| 3M | -14.1% | -13.5% | -0.6% | -11.1% |
| 6M | +9.2% | -10.6% | +19.8% | +10.9% |
| YTD | -7.5% | +30.1% | -37.6% | -18.4% |
| 1Y | -2.8% | +22.3% | -25.1% | -12.5% |
| 3Y | +21.2% | +130.3% | -109.0% | -17.7% |
| 5Y | -11.5% | +144.5% | -156.0% | -44.8% |
| 10Y | +23.7% | +431.8% | -408.2% | -50.9% |
| All | +23.7% | +460.5% | -436.9% | -50.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling