+69.6%
PBR vs WCC
+61.8%
+7.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.8% | -1.8% |
| 7D | +8.6% | +4.5% | +4.1% | +8.7% |
| 30D | +12.8% | -5.8% | +18.6% | +12.7% |
| 3M | +14.7% | -3.7% | +18.3% | +14.5% |
| 6M | +25.2% | +23.1% | +2.1% | +25.9% |
| YTD | +77.1% | +44.2% | +33.0% | +79.3% |
| 1Y | +69.6% | +62.1% | +7.5% | +70.4% |
| All | +69.6% | +61.8% | +7.8% | +70.4% |
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 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