+36.1%
TPR vs WCC
+13.7%
+22.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.4% |
| 7D | +14.2% | -14.7% | +28.9% | +17.3% |
| 30D | +17.1% | -20.1% | +37.1% | +22.1% |
| 3M | -17.7% | -21.2% | +3.4% | -14.1% |
| 6M | -10.2% | -19.2% | +9.0% | -7.1% |
| YTD | +4.9% | +20.2% | -15.3% | -6.0% |
| 1Y | +36.1% | +14.5% | +21.7% | +22.2% |
| All | +36.1% | +13.7% | +22.4% | +22.2% |
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