-9.6%
TOST vs WCC
+23.4%
-33.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +3.0% | -9.9% | +12.9% | +2.4% |
| 30D | +10.3% | -13.4% | +23.6% | +9.6% |
| 3M | -3.3% | -13.5% | +10.2% | -3.8% |
| 6M | +37.8% | -10.6% | +48.4% | +37.1% |
| YTD | -2.8% | +30.1% | -32.9% | -11.0% |
| 1Y | -9.6% | +22.3% | -31.9% | -15.7% |
| All | -9.6% | +23.4% | -33.0% | -15.7% |
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 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