+36.1%
MAS vs WCC
+14.0%
+22.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -1.9% |
| 7D | +2.4% | -14.7% | +17.0% | +4.7% |
| 30D | +19.8% | -20.1% | +39.9% | +24.1% |
| 3M | +9.8% | -21.2% | +31.0% | +13.8% |
| 6M | +15.8% | -19.2% | +34.9% | +18.9% |
| YTD | +31.8% | +20.2% | +11.6% | +18.1% |
| All | +36.1% | +14.0% | +22.0% | +24.1% |
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