+104.2%
REPL vs WCC
+134.5%
-30.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | 0.0% |
| 7D | +1.2% | +9.9% | -8.7% | -1.1% |
| 30D | +92.2% | -8.4% | +100.6% | +95.4% |
| 3M | +44.1% | -10.3% | +54.4% | +46.6% |
| 6M | +313.0% | -10.5% | +323.5% | +318.6% |
| YTD | +125.2% | +32.2% | +93.0% | +102.0% |
| 1Y | +143.8% | +25.5% | +118.2% | +121.6% |
| 3Y | +104.2% | +134.7% | -30.5% | -1.3% |
| All | +104.2% | +134.5% | -30.3% | -1.3% |
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 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