+28.9%
UUUU vs WCC
+61.8%
-32.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.9% | -3.0% | -2.2% |
| 7D | -1.4% | +4.5% | -5.8% | -4.7% |
| 30D | +16.3% | -5.8% | +22.1% | +21.4% |
| 3M | -16.7% | -3.7% | -13.0% | -14.7% |
| 6M | -33.7% | +23.1% | -56.7% | -43.1% |
| YTD | -0.5% | +44.2% | -44.6% | -20.8% |
| 1Y | +28.9% | +62.1% | -33.2% | +3.4% |
| All | +28.9% | +61.8% | -32.9% | +3.4% |
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