+5.4%
S vs WCC
+64.4%
-59.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.7% | -2.4% |
| 7D | -5.8% | +8.5% | -14.3% | -6.4% |
| 30D | -9.2% | -1.0% | -8.2% | -9.3% |
| 3M | +23.4% | +2.1% | +21.3% | +22.7% |
| 6M | +36.9% | +36.8% | +0.1% | +28.3% |
| YTD | +29.5% | +47.7% | -18.2% | +16.8% |
| 1Y | +5.4% | +66.5% | -61.1% | -9.9% |
| All | +5.4% | +64.4% | -59.0% | -9.9% |
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