+134.1%
PSX vs WCC
+137.6%
-3.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | +1.1% |
| 7D | +2.8% | +8.5% | -5.7% | +1.1% |
| 30D | +27.8% | -1.0% | +28.7% | +27.8% |
| 3M | +42.0% | +2.1% | +39.9% | +40.3% |
| 6M | +58.1% | +36.8% | +21.3% | +43.6% |
| YTD | +105.0% | +47.7% | +57.3% | +81.8% |
| 1Y | +104.9% | +66.5% | +38.4% | +74.7% |
| 3Y | +134.1% | +134.2% | -0.1% | +72.7% |
| All | +134.1% | +137.6% | -3.6% | +72.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling