+3,572.3%
IRM vs WCC
+1,563.0%
+2,009.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +0.9% | -0.4% |
| 7D | +6.8% | +9.9% | -3.2% | +4.6% |
| 30D | +2.6% | -8.4% | +11.1% | +4.4% |
| 3M | -9.5% | -10.3% | +0.9% | -7.6% |
| 6M | -8.5% | -10.5% | +2.0% | -6.8% |
| YTD | +40.3% | +32.2% | +8.1% | +31.1% |
| 1Y | +28.7% | +25.5% | +3.2% | +21.5% |
| 3Y | +111.8% | +134.7% | -22.9% | +69.0% |
| 5Y | +189.1% | +139.9% | +49.2% | +122.9% |
| 10Y | +519.8% | +433.5% | +86.3% | +273.3% |
| All | +3,572.3% | +1,563.0% | +2,009.3% | +1,521.4% |
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 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