+0.7%
PL vs WCC
+13.7%
-13.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.2% | +8.2% | +9.1% |
| 7D | -6.8% | -14.7% | +7.9% | +2.0% |
| 30D | -29.3% | -20.1% | -9.2% | -19.9% |
| 3M | -44.8% | -21.2% | -23.6% | -37.1% |
| 6M | -68.4% | -19.2% | -49.2% | -64.4% |
| YTD | -36.4% | +20.2% | -56.6% | -40.6% |
| 1Y | +0.7% | +14.5% | -13.7% | -7.5% |
| All | +0.7% | +13.7% | -13.0% | -7.5% |
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 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