+83.0%
PL vs WCC
+297.7%
-214.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.9% | -5.1% | -3.3% |
| 7D | -9.3% | +4.5% | -13.8% | -11.5% |
| 30D | -18.9% | -5.8% | -13.1% | -16.6% |
| 3M | -58.4% | -3.7% | -54.7% | -57.8% |
| 6M | -30.3% | +23.1% | -53.4% | -38.1% |
| YTD | -8.1% | +44.2% | -52.3% | -25.3% |
| 1Y | +180.5% | +62.1% | +118.4% | +112.9% |
| 3Y | +444.1% | +121.1% | +323.0% | +248.6% |
| 5Y | +83.0% | +214.0% | -130.9% | +0.3% |
| All | +83.0% | +297.7% | -214.7% | +0.3% |
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