-8.9%
TOST vs WCC
+23.3%
-32.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.1% | -7.8% | +0.8% |
| 7D | +4.0% | -5.7% | +9.7% | +3.6% |
| 30D | +11.1% | -13.5% | +24.5% | +10.4% |
| 3M | +0.8% | -12.9% | +13.7% | +0.3% |
| 6M | +38.8% | -10.7% | +49.5% | +38.0% |
| YTD | -2.1% | +30.0% | -32.1% | -10.4% |
| All | -8.9% | +23.3% | -32.2% | -15.1% |
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