+40.1%
W vs WCC
+131.2%
-91.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.9% | -1.3% | 0.0% |
| 7D | -4.2% | +4.5% | -8.6% | -6.9% |
| 30D | -7.6% | -5.8% | -1.8% | -4.4% |
| 3M | +37.2% | -3.7% | +40.8% | +39.0% |
| 6M | +26.3% | +23.1% | +3.3% | +4.4% |
| YTD | -1.0% | +44.2% | -45.1% | -27.8% |
| 1Y | +20.1% | +62.1% | -42.0% | -21.8% |
| All | +40.1% | +131.2% | -91.1% | -42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling