-80.3%
RUN vs WCC
+228.2%
-308.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.3% | -3.3% | -3.8% |
| 7D | -1.8% | +6.8% | -8.6% | -5.6% |
| 30D | -10.8% | -3.0% | -7.8% | -9.4% |
| 3M | -30.2% | +0.2% | -30.4% | -30.9% |
| 6M | -22.3% | +33.2% | -55.5% | -36.0% |
| YTD | -52.2% | +45.8% | -98.0% | -62.9% |
| 1Y | -45.1% | +68.4% | -113.5% | -61.2% |
| 3Y | -37.1% | +131.1% | -168.2% | -67.3% |
| 5Y | -80.3% | +225.6% | -305.9% | -92.0% |
| All | -80.3% | +228.2% | -308.5% | -92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling