+1,112.1%
PSX vs WCC
+481.6%
+630.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -1.1% |
| 7D | +4.5% | +4.5% | +0.1% | +2.9% |
| 30D | +26.6% | -5.8% | +32.4% | +28.8% |
| 3M | +39.3% | -3.7% | +42.9% | +39.0% |
| 6M | +56.8% | +23.1% | +33.8% | +41.2% |
| YTD | +101.8% | +44.2% | +57.7% | +71.1% |
| 1Y | +99.6% | +62.1% | +37.5% | +60.7% |
| 3Y | +140.3% | +121.1% | +19.2% | +61.9% |
| 5Y | +339.3% | +214.0% | +125.4% | +139.5% |
| 10Y | +369.9% | +472.8% | -102.9% | +71.0% |
| All | +1,112.1% | +481.6% | +630.5% | +311.3% |
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