+139.0%
SN vs WCC
+23.4%
+115.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +7.6% | -9.9% | +17.5% | +10.4% |
| 30D | +22.4% | -13.4% | +35.8% | +27.0% |
| 3M | +21.7% | -13.5% | +35.1% | +25.4% |
| 6M | +102.8% | -10.6% | +113.4% | +104.8% |
| YTD | +102.4% | +30.1% | +72.3% | +58.9% |
| 1Y | +139.0% | +22.3% | +116.7% | +93.1% |
| All | +139.0% | +23.4% | +115.6% | +93.1% |
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