+12.4%
SPY vs WCC
+26.8%
-14.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.3% | -2.0% | +0.7% |
| 7D | -0.9% | +3.3% | -4.2% | -1.6% |
| 30D | -2.4% | -9.4% | +7.1% | -1.2% |
| 3M | -1.2% | -10.5% | +9.4% | 0.0% |
| 6M | +3.3% | -10.4% | +13.7% | +4.1% |
| YTD | +12.3% | +34.4% | -22.1% | +2.8% |
| 1Y | +12.4% | +27.7% | -15.2% | +3.8% |
| All | +12.4% | +26.8% | -14.3% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling