+15.5%
MSCI vs WCC
+23.4%
-7.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +2.7% | -9.9% | +12.6% | +1.8% |
| 30D | +16.2% | -13.4% | +29.6% | +15.0% |
| 3M | +17.1% | -13.5% | +30.5% | +15.9% |
| 6M | +13.0% | -10.6% | +23.6% | +12.6% |
| YTD | +15.8% | +30.1% | -14.3% | +11.6% |
| 1Y | +15.5% | +22.3% | -6.8% | +11.0% |
| All | +15.5% | +23.4% | -7.9% | +11.0% |
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