+398.8%
SN vs WCC
+110.7%
+288.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +1.9% |
| 7D | +7.2% | -14.7% | +21.9% | +12.4% |
| 30D | +20.4% | -20.1% | +40.4% | +28.8% |
| 3M | +23.9% | -21.2% | +45.1% | +32.4% |
| 6M | +93.0% | -19.2% | +112.2% | +102.5% |
| YTD | +99.2% | +20.2% | +79.0% | +77.3% |
| 1Y | +142.6% | +14.5% | +128.1% | +120.0% |
| 3Y | +398.8% | +115.1% | +283.7% | +241.6% |
| All | +398.8% | +110.7% | +288.1% | +241.6% |
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