+75.8%
PR vs WCC
+13.7%
+62.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.2% | +1.9% |
| 7D | -16.4% | -14.7% | -1.7% | -16.4% |
| 30D | -1.9% | -20.1% | +18.2% | -2.2% |
| 3M | +8.0% | -21.2% | +29.1% | +7.8% |
| 6M | +4.1% | -19.2% | +23.3% | +4.5% |
| YTD | +58.7% | +20.2% | +38.5% | +60.2% |
| 1Y | +75.8% | +14.5% | +61.4% | +79.2% |
| All | +75.8% | +13.7% | +62.1% | +79.2% |
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