-40.6%
NOW vs WCC
+13.7%
-54.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.5% | +0.3% |
| 7D | -3.0% | -14.7% | +11.7% | -7.7% |
| 30D | -26.0% | -20.1% | -6.0% | -30.3% |
| 3M | -13.1% | -21.2% | +8.1% | -18.0% |
| 6M | +14.5% | -19.2% | +33.7% | +10.7% |
| YTD | -33.4% | +20.2% | -53.7% | -35.2% |
| 1Y | -40.6% | +14.5% | -55.1% | -42.1% |
| All | -40.6% | +13.7% | -54.3% | -42.1% |
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