+1,632.9%
PBR vs WCC
+4,338.7%
-2,705.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +1.1% | +2.6% |
| 7D | +2.5% | +8.5% | -6.0% | -0.7% |
| 30D | +19.4% | -1.0% | +20.4% | +19.4% |
| 3M | +20.8% | +2.1% | +18.7% | +18.1% |
| 6M | +23.5% | +36.8% | -13.3% | +6.3% |
| YTD | +83.4% | +47.7% | +35.7% | +52.1% |
| 1Y | +77.6% | +66.5% | +11.0% | +38.8% |
| 3Y | +99.9% | +134.2% | -34.3% | +24.7% |
| 5Y | +567.7% | +231.6% | +336.1% | +230.7% |
| 10Y | +621.5% | +508.1% | +113.4% | +153.7% |
| All | +1,632.9% | +4,338.7% | -2,705.8% | +274.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling