+36.3%
M vs WCC
+64.4%
-28.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -3.3% |
| 7D | +2.4% | +8.5% | -6.1% | 0.0% |
| 30D | -11.6% | -1.0% | -10.6% | -11.6% |
| 3M | +1.6% | +2.1% | -0.5% | +0.3% |
| 6M | +25.2% | +36.8% | -11.6% | +10.2% |
| YTD | +3.8% | +47.7% | -44.0% | -10.6% |
| 1Y | +36.3% | +66.5% | -30.2% | +13.6% |
| All | +36.3% | +64.4% | -28.1% | +13.6% |
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