0.0%
W vs WCC
+23.4%
-23.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | +1.1% | -9.9% | +11.0% | +3.6% |
| 30D | +6.4% | -13.4% | +19.8% | +10.4% |
| 3M | +9.0% | -13.5% | +22.4% | +12.4% |
| 6M | +69.8% | -10.6% | +80.4% | +72.7% |
| YTD | +12.1% | +30.1% | -18.0% | -6.7% |
| 1Y | 0.0% | +22.3% | -22.3% | -15.6% |
| All | 0.0% | +23.4% | -23.4% | -15.6% |
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