+450.0%
SN vs WCC
+134.5%
+315.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.5% | +3.4% |
| 7D | +1.5% | +9.9% | -8.4% | -1.8% |
| 30D | +21.5% | -8.4% | +30.0% | +24.0% |
| 3M | +20.0% | -10.3% | +30.4% | +22.6% |
| 6M | +119.9% | -10.5% | +130.4% | +122.7% |
| YTD | +102.3% | +32.2% | +70.1% | +74.1% |
| 1Y | +148.0% | +25.5% | +122.5% | +117.6% |
| 3Y | +450.0% | +134.7% | +315.3% | +270.3% |
| All | +450.0% | +134.5% | +315.5% | +270.3% |
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