-97.7%
IRE vs WCC
+24.5%
-122.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | -9.9% | -13.3% | -2.4% |
| 7D | -46.8% | -8.8% | -38.0% | -34.6% |
| 30D | -75.5% | -16.0% | -59.5% | -62.2% |
| 3M | -79.4% | -15.2% | -64.2% | -68.7% |
| 6M | -91.3% | -8.4% | -82.9% | -87.3% |
| YTD | -90.8% | +30.1% | -120.9% | -93.6% |
| 1Y | -97.7% | +26.4% | -124.2% | -98.4% |
| All | -97.7% | +24.5% | -122.2% | -98.4% |
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