+1,449.6%
NET vs WCC
+635.2%
+814.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.9% | -5.8% | -3.1% |
| 7D | -7.0% | +4.5% | -11.4% | -8.2% |
| 30D | -4.8% | -5.8% | +1.0% | -3.1% |
| 3M | +3.8% | -3.7% | +7.5% | +4.4% |
| 6M | +50.0% | +23.1% | +27.0% | +37.4% |
| YTD | +41.5% | +44.2% | -2.7% | +22.8% |
| 1Y | +32.8% | +62.1% | -29.3% | +10.6% |
| 3Y | +335.9% | +121.1% | +214.8% | +217.6% |
| 5Y | +113.8% | +214.0% | -100.1% | +44.1% |
| All | +1,449.6% | +635.2% | +814.4% | +924.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling