+18.9%
IWM vs WCC
+24.5%
-5.5%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.9% | +11.4% | +3.9% |
| 7D | +1.0% | -8.8% | +9.8% | +2.9% |
| 30D | +0.2% | -16.0% | +16.2% | +4.2% |
| 3M | -5.6% | -15.2% | +9.6% | -2.4% |
| 6M | +2.7% | -8.4% | +11.1% | +3.3% |
| YTD | +16.2% | +30.1% | -13.9% | +1.3% |
| 1Y | +18.9% | +26.4% | -7.5% | +3.4% |
| All | +18.9% | +24.5% | -5.5% | +3.4% |
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