+3,643.6%
IRM vs WCC
+1,713.7%
+1,929.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.2% | +0.8% |
| 7D | -0.5% | +4.5% | -4.9% | -1.4% |
| 30D | -8.1% | -5.8% | -2.3% | -7.0% |
| 3M | -9.7% | -3.7% | -6.0% | -9.2% |
| 6M | +10.0% | +23.1% | -13.1% | +4.8% |
| YTD | +43.0% | +44.2% | -1.2% | +31.4% |
| 1Y | +32.7% | +62.1% | -29.4% | +18.6% |
| 3Y | +102.7% | +121.1% | -18.4% | +63.8% |
| 5Y | +187.6% | +214.0% | -26.4% | +110.0% |
| 10Y | +420.1% | +472.8% | -52.7% | +208.3% |
| All | +3,643.6% | +1,713.7% | +1,929.9% | +1,525.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling