+44.0%
PAAS vs WCC
+64.4%
-20.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.1% | -1.6% |
| 7D | +2.0% | +8.5% | -6.5% | -1.3% |
| 30D | -0.1% | -1.0% | +0.9% | +0.2% |
| 3M | +8.2% | +2.1% | +6.1% | +6.7% |
| 6M | -13.8% | +36.8% | -50.6% | -24.7% |
| YTD | -0.6% | +47.7% | -48.4% | -15.9% |
| 1Y | +44.0% | +66.5% | -22.5% | +17.1% |
| All | +44.0% | +64.4% | -20.4% | +17.1% |
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