+264.0%
SPOT vs WCC
+487.4%
-223.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.9% | -7.0% | -3.9% |
| 7D | -0.9% | +4.5% | -5.4% | -1.9% |
| 30D | +12.5% | -5.8% | +18.3% | +13.5% |
| 3M | +9.9% | -3.7% | +13.6% | +9.5% |
| 6M | +1.6% | +23.1% | -21.5% | -4.8% |
| YTD | -6.6% | +44.2% | -50.7% | -16.1% |
| 1Y | -22.9% | +62.1% | -85.0% | -33.1% |
| 3Y | +244.3% | +121.1% | +123.2% | +165.3% |
| 5Y | +117.8% | +214.0% | -96.2% | +51.4% |
| All | +264.0% | +487.4% | -223.4% | +124.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling