-21.2%
NOW vs WCC
+138.4%
-159.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -1.7% | +14.2% | -15.9% | -2.7% |
| 30D | -27.4% | -9.8% | -17.5% | -27.0% |
| 3M | -19.4% | -10.1% | -9.3% | -19.1% |
| 6M | +13.1% | -9.4% | +22.5% | +12.8% |
| YTD | -34.3% | +34.4% | -68.7% | -41.2% |
| 1Y | -41.8% | +23.3% | -65.0% | -46.7% |
| All | -21.2% | +138.4% | -159.6% | -43.4% |
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