-97.7%
IRE vs WCC
+51.2%
-148.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | 0.0% | -13.5% | -13.5% |
| 7D | +11.1% | +14.2% | -3.1% | -16.2% |
| 30D | -75.2% | -9.8% | -65.3% | -66.1% |
| 3M | -86.4% | -10.1% | -76.2% | -80.8% |
| 6M | -94.8% | -9.4% | -85.4% | -92.2% |
| YTD | -93.3% | +34.4% | -127.7% | -94.5% |
| 1Y | -97.5% | +23.3% | -120.8% | -97.6% |
| All | -97.7% | +51.2% | -148.9% | -98.3% |
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