+368.3%
NET vs WCC
+130.1%
+238.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.7% | -5.2% | -2.8% |
| 7D | +9.9% | +1.5% | +8.4% | +9.2% |
| 30D | -1.6% | -2.1% | +0.5% | -1.0% |
| 3M | +34.8% | +3.8% | +31.0% | +31.5% |
| 6M | +43.9% | +35.0% | +8.9% | +23.6% |
| YTD | +55.5% | +46.4% | +9.1% | +27.9% |
| 1Y | +36.5% | +63.0% | -26.5% | +6.3% |
| 3Y | +368.3% | +133.9% | +234.3% | +166.3% |
| All | +368.3% | +130.1% | +238.2% | +166.3% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling