+180.5%
PL vs WCC
+61.8%
+118.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.9% | -5.1% | -3.1% |
| 7D | -9.3% | +4.5% | -13.8% | -11.3% |
| 30D | -18.9% | -5.8% | -13.1% | -16.8% |
| 3M | -58.4% | -3.7% | -54.7% | -57.7% |
| 6M | -30.3% | +23.1% | -53.4% | -34.8% |
| YTD | -8.1% | +44.2% | -52.3% | -19.0% |
| 1Y | +180.5% | +62.1% | +118.4% | +150.7% |
| All | +180.5% | +61.8% | +118.7% | +150.7% |
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