+142.2%
SN vs WCC
+23.3%
+118.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.1% | -5.2% | +0.6% |
| 7D | +7.6% | -5.7% | +13.3% | +8.7% |
| 30D | +24.1% | -13.5% | +37.5% | +28.7% |
| 3M | +23.7% | -12.9% | +36.6% | +27.2% |
| 6M | +105.5% | -10.7% | +116.2% | +107.6% |
| YTD | +105.1% | +30.0% | +75.1% | +61.0% |
| All | +142.2% | +23.3% | +118.8% | +95.7% |
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