+91.5%
IP vs WCC
+1,713.7%
-1,622.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.9% | -1.7% | +1.0% |
| 7D | -5.3% | +4.5% | -9.7% | -6.5% |
| 30D | -10.9% | -5.8% | -5.1% | -9.4% |
| 3M | +11.2% | -3.7% | +14.8% | +11.7% |
| 6M | -10.2% | +23.1% | -33.3% | -17.2% |
| YTD | -2.0% | +44.2% | -46.1% | -14.2% |
| 1Y | -19.1% | +62.1% | -81.2% | -32.5% |
| 3Y | +20.9% | +121.1% | -100.3% | -12.3% |
| 5Y | -17.8% | +214.0% | -231.8% | -49.0% |
| 10Y | +23.5% | +472.8% | -449.3% | -42.4% |
| All | +91.5% | +1,713.7% | -1,622.3% | -46.5% |
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