+207.2%
UMC vs WCC
+61.8%
+145.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.9% | +0.7% | +3.0% |
| 7D | +5.0% | +4.5% | +0.5% | +3.0% |
| 30D | +7.7% | -5.8% | +13.5% | +10.3% |
| 3M | +1.7% | -3.7% | +5.3% | +2.0% |
| 6M | +113.9% | +23.1% | +90.9% | +103.9% |
| YTD | +168.9% | +44.2% | +124.7% | +150.8% |
| 1Y | +207.2% | +62.1% | +145.1% | +177.4% |
| All | +207.2% | +61.8% | +145.4% | +177.4% |
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