+87.0%
PR vs WCC
+24.5%
+62.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -9.9% | +3.4% | -6.7% |
| 7D | -12.1% | -8.8% | -3.3% | -12.2% |
| 30D | +0.9% | -16.0% | +16.9% | +0.4% |
| 3M | +10.1% | -15.2% | +25.3% | +9.8% |
| 6M | +1.1% | -8.4% | +9.5% | +1.7% |
| YTD | +63.7% | +30.1% | +33.6% | +65.8% |
| 1Y | +87.0% | +26.4% | +60.6% | +92.0% |
| All | +87.0% | +24.5% | +62.6% | +92.0% |
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