+63.7%
SPG vs WCC
+506.2%
-442.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -1.9% |
| 7D | -1.7% | +6.8% | -8.5% | -4.2% |
| 30D | -6.3% | -3.0% | -3.3% | -5.5% |
| 3M | -2.4% | +0.2% | -2.6% | -4.2% |
| 6M | +9.6% | +33.2% | -23.5% | -5.4% |
| YTD | +14.2% | +45.8% | -31.6% | -5.9% |
| 1Y | +19.3% | +68.4% | -49.1% | -8.8% |
| 3Y | +106.7% | +131.1% | -24.4% | +25.3% |
| 5Y | +104.2% | +225.6% | -121.4% | -4.2% |
| 10Y | +63.7% | +534.2% | -470.5% | -64.0% |
| All | +63.7% | +506.2% | -442.5% | -64.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling