+132.9%
PH vs WCC
+110.7%
+22.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.1% |
| 7D | +2.0% | -14.7% | +16.7% | +7.7% |
| 30D | -3.7% | -20.1% | +16.4% | +4.0% |
| 3M | -14.0% | -21.2% | +7.1% | -7.1% |
| 6M | +2.1% | -19.2% | +21.3% | +8.5% |
| YTD | +5.1% | +20.2% | -15.2% | -5.5% |
| 1Y | +10.9% | +14.5% | -3.5% | +1.5% |
| 3Y | +132.9% | +115.1% | +17.8% | +55.4% |
| All | +132.9% | +110.7% | +22.3% | +55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling