-83.7%
IRE vs WCC
+62.2%
-145.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +3.9% | +10.1% | +6.5% |
| 7D | +54.8% | +4.5% | +50.3% | +43.4% |
| 30D | +18.4% | -5.8% | +24.2% | +34.2% |
| 3M | -66.7% | -3.7% | -63.1% | -61.5% |
| 6M | -52.3% | +23.1% | -75.4% | -60.3% |
| YTD | -52.3% | +44.2% | -96.5% | -69.5% |
| All | -83.7% | +62.2% | -145.8% | -90.5% |
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 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