+83.3%
PSX vs WCC
+22.7%
+60.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -7.8% | -9.9% | +2.1% | -7.7% |
| 30D | -9.9% | -13.4% | +3.5% | -9.7% |
| 3M | +16.9% | -13.5% | +30.4% | +17.1% |
| 6M | +48.0% | -10.6% | +58.6% | +47.7% |
| YTD | +98.3% | +30.1% | +68.3% | +82.4% |
| All | +83.3% | +22.7% | +60.6% | +70.2% |
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