+0.8%
META vs WCC
+24.5%
-23.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.9% | +11.4% | +2.3% |
| 7D | +2.9% | -8.8% | +11.6% | +3.5% |
| 30D | -15.1% | -16.0% | +0.9% | -14.1% |
| 3M | +7.2% | -15.2% | +22.5% | +8.4% |
| 6M | +3.4% | -8.4% | +11.8% | +4.4% |
| YTD | -4.3% | +30.1% | -34.4% | -9.5% |
| 1Y | +0.8% | +26.4% | -25.7% | -4.2% |
| All | +0.8% | +24.5% | -23.7% | -4.2% |
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