+110.6%
SPOT vs WCC
+211.6%
-101.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.5% |
| 7D | -6.9% | +1.7% | -8.5% | -7.3% |
| 30D | +4.1% | -6.1% | +10.2% | +5.3% |
| 3M | +3.7% | +3.1% | +0.6% | +1.4% |
| 6M | -1.6% | +28.2% | -29.8% | -10.4% |
| YTD | -10.2% | +41.1% | -51.2% | -21.2% |
| 1Y | -25.9% | +61.3% | -87.2% | -38.3% |
| 3Y | +235.6% | +123.6% | +111.9% | +131.1% |
| 5Y | +110.6% | +214.8% | -104.2% | +17.7% |
| All | +110.6% | +211.6% | -101.1% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling