+13.7%
MSCI vs WCC
+23.3%
-9.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.1% | -7.3% | +1.4% |
| 7D | +1.5% | -5.7% | +7.1% | +0.9% |
| 30D | +14.4% | -13.5% | +27.9% | +13.2% |
| 3M | +15.2% | -12.9% | +28.1% | +14.1% |
| 6M | +11.2% | -10.7% | +21.9% | +10.9% |
| YTD | +13.9% | +30.0% | -16.1% | +9.9% |
| All | +13.7% | +23.3% | -9.7% | +9.2% |
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