+31.1%
SOLS vs WCC
+64.7%
-33.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.3% |
| 7D | +3.7% | +6.8% | -3.1% | +0.3% |
| 30D | +5.0% | -3.0% | +8.0% | +6.4% |
| 3M | -21.1% | +0.2% | -21.3% | -21.7% |
| 6M | -14.2% | +33.2% | -47.3% | -26.9% |
| YTD | +30.6% | +45.8% | -15.2% | +10.5% |
| All | +31.1% | +64.7% | -33.6% | +8.6% |
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