+72.9%
PBR vs WCC
+24.5%
+48.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -9.9% | +2.9% | -7.3% |
| 7D | -11.0% | -8.8% | -2.2% | -11.2% |
| 30D | -18.8% | -16.0% | -2.8% | -18.9% |
| 3M | +7.8% | -15.2% | +23.0% | +7.8% |
| 6M | -7.6% | -8.4% | +0.8% | -7.3% |
| YTD | +72.7% | +30.1% | +42.6% | +77.4% |
| 1Y | +72.9% | +26.4% | +46.5% | +78.2% |
| All | +72.9% | +24.5% | +48.5% | +78.2% |
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