-16.0%
NOW vs WCC
+106.2%
-122.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.6% | +3.6% | -5.2% |
| 7D | -6.7% | -21.9% | +15.2% | -5.0% |
| 30D | -25.8% | -25.4% | -0.4% | -24.2% |
| 3M | -12.7% | -23.1% | +10.4% | -11.2% |
| 6M | +11.2% | -18.1% | +29.3% | +11.3% |
| YTD | -33.2% | +17.7% | -50.8% | -39.6% |
| 1Y | -41.8% | +12.4% | -54.2% | -46.8% |
| All | -16.0% | +106.2% | -122.2% | -38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling