+18.7%
IRM vs WCC
+24.5%
-5.7%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.9% | +11.6% | +5.4% |
| 7D | +2.6% | -8.8% | +11.4% | +5.6% |
| 30D | +5.6% | -16.0% | +21.6% | +12.2% |
| 3M | -4.7% | -15.2% | +10.5% | +0.5% |
| 6M | -6.1% | -8.4% | +2.3% | -4.5% |
| YTD | +46.3% | +30.1% | +16.2% | +26.8% |
| 1Y | +18.7% | +26.4% | -7.7% | +3.8% |
| All | +18.7% | +24.5% | -5.7% | +3.8% |
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