+22.3%
IRM vs WCC
+68.1%
-45.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | +3.0% | +6.8% | -3.8% | +0.6% |
| 30D | -5.2% | -3.0% | -2.2% | -4.3% |
| 3M | -8.0% | +0.2% | -8.2% | -8.7% |
| 6M | +9.2% | +33.2% | -24.0% | -1.2% |
| YTD | +41.0% | +45.8% | -4.8% | +23.4% |
| All | +22.3% | +68.1% | -45.9% | +5.4% |
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