+43.2%
TER vs WCC
+24.5%
+18.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -9.9% | +3.1% | +4.2% |
| 7D | -19.9% | -8.8% | -11.1% | -12.3% |
| 30D | -43.5% | -16.0% | -27.5% | -31.9% |
| 3M | -37.8% | -15.2% | -22.6% | -25.4% |
| 6M | -25.6% | -8.4% | -17.2% | -16.6% |
| YTD | +29.8% | +30.1% | -0.3% | +1.0% |
| 1Y | +43.2% | +26.4% | +16.7% | +12.1% |
| All | +43.2% | +24.5% | +18.7% | +12.1% |
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