+147.8%
PR vs WCC
+436.2%
-288.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -9.6% | +4.7% | 0.0% |
| 7D | -16.5% | -21.9% | +5.3% | -5.8% |
| 30D | -4.5% | -25.4% | +20.9% | +9.6% |
| 3M | +8.5% | -23.1% | +31.6% | +21.5% |
| 6M | -3.3% | -18.1% | +14.7% | +1.8% |
| YTD | +55.7% | +17.7% | +38.0% | +29.8% |
| 1Y | +82.0% | +12.4% | +69.7% | +54.9% |
| 3Y | +62.5% | +105.9% | -43.4% | -13.4% |
| 5Y | +223.9% | +116.8% | +107.1% | +50.7% |
| 10Y | +64.2% | +456.1% | -391.8% | -54.9% |
| All | +147.8% | +436.2% | -288.4% | -31.8% |
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