+26.7%
Q vs WCC
+54.9%
-28.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.9% | -2.2% | -0.6% |
| 7D | +0.2% | +4.5% | -4.2% | -2.4% |
| 30D | -11.1% | -5.8% | -5.3% | -8.1% |
| 3M | -22.1% | -3.7% | -18.5% | -20.7% |
| 6M | +0.5% | +23.1% | -22.6% | -11.1% |
| YTD | +47.8% | +44.2% | +3.7% | +22.5% |
| All | +26.7% | +54.9% | -28.2% | +4.7% |
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 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