+73.4%
WBD vs WCC
+66.3%
+7.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.6% | -4.1% | -0.7% |
| 7D | -0.7% | +1.4% | -2.1% | -0.8% |
| 30D | +1.4% | -2.3% | +3.7% | +1.4% |
| 3M | +4.4% | +3.7% | +0.7% | +4.1% |
| 6M | +0.8% | +34.8% | -34.0% | -0.7% |
| YTD | -2.7% | +46.1% | -48.9% | -4.4% |
| 1Y | +73.4% | +62.7% | +10.7% | +72.1% |
| All | +73.4% | +66.3% | +7.1% | +72.1% |
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