+52.0%
ON vs WCC
+26.8%
+25.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.3% | +2.4% | +3.3% |
| 7D | +3.3% | +3.3% | 0.0% | +1.2% |
| 30D | -3.1% | -9.4% | +6.3% | +3.4% |
| 3M | -9.2% | -10.5% | +1.3% | -2.4% |
| 6M | -31.4% | -10.4% | -20.9% | -25.8% |
| YTD | +36.0% | +34.4% | +1.5% | +14.0% |
| 1Y | +52.0% | +27.7% | +24.4% | +30.3% |
| All | +52.0% | +26.8% | +25.2% | +30.3% |
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 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