+26.4%
WCC vs ADVB
-76.7%
+103.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -4.5% | -5.4% | -10.0% |
| 7D | -8.8% | -29.5% | +20.7% | -9.2% |
| 30D | -16.0% | -66.9% | +50.9% | -17.4% |
| 3M | -15.2% | -73.7% | +58.5% | -16.9% |
| 6M | -8.4% | -64.8% | +56.4% | -8.5% |
| YTD | +30.1% | -64.0% | +94.1% | +32.3% |
| 1Y | +26.4% | -77.0% | +103.4% | +35.4% |
| All | +26.4% | -76.7% | +103.1% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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