-57.8%
UUUU vs WCC
+24.5%
-82.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.9% | +9.1% | +7.3% |
| 7D | -14.4% | -8.8% | -5.6% | -8.9% |
| 30D | -33.6% | -16.0% | -17.6% | -23.7% |
| 3M | -44.2% | -15.2% | -29.0% | -36.9% |
| 6M | -66.8% | -8.4% | -58.4% | -64.9% |
| YTD | -50.6% | +30.1% | -80.7% | -63.7% |
| 1Y | -57.8% | +26.4% | -84.2% | -68.7% |
| All | -57.8% | +24.5% | -82.2% | -68.7% |
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