-1.9%
META vs WCC
+11.3%
-13.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.6% | +5.6% | -3.1% |
| 7D | -3.1% | -21.9% | +18.8% | -1.1% |
| 30D | -18.1% | -25.4% | +7.3% | -16.3% |
| 3M | +2.9% | -23.1% | +26.0% | +4.9% |
| 6M | +0.2% | -18.1% | +18.2% | +2.3% |
| YTD | -8.1% | +17.7% | -25.8% | -12.2% |
| All | -1.9% | +11.3% | -13.2% | -5.3% |
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