+14.8%
IP vs WCC
+110.7%
-95.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.3% |
| 7D | -5.1% | -14.7% | +9.6% | -1.4% |
| 30D | +8.5% | -20.1% | +28.6% | +14.3% |
| 3M | -13.8% | -21.2% | +7.3% | -9.2% |
| 6M | +5.7% | -19.2% | +24.9% | +10.1% |
| YTD | -9.1% | +20.2% | -29.3% | -16.7% |
| 1Y | -0.8% | +14.5% | -15.3% | -7.8% |
| 3Y | +14.8% | +115.1% | -100.3% | -20.3% |
| All | +14.8% | +110.7% | -95.9% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling