+234.1%
TER vs WCC
+66.8%
+167.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +4.6% |
| 7D | +12.4% | +6.8% | +5.6% | +4.5% |
| 30D | +5.1% | -3.0% | +8.1% | +8.7% |
| 3M | +4.0% | +0.2% | +3.8% | +4.8% |
| 6M | +29.5% | +33.2% | -3.6% | -0.5% |
| YTD | +98.5% | +45.8% | +52.6% | +41.6% |
| 1Y | +234.1% | +68.4% | +165.7% | +111.5% |
| All | +234.1% | +66.8% | +167.2% | +111.5% |
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