+22.3%
WCC vs ADVB
-73.6%
+95.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.9% | +0.1% |
| 7D | -9.9% | -4.1% | -5.8% | -10.0% |
| 30D | -13.4% | -60.3% | +46.9% | -14.6% |
| 3M | -13.5% | -73.3% | +59.9% | -15.2% |
| 6M | -10.6% | -65.9% | +55.3% | -10.7% |
| YTD | +30.1% | -63.9% | +94.0% | +32.3% |
| 1Y | +22.3% | -74.1% | +96.5% | +28.9% |
| All | +22.3% | -73.6% | +95.9% | +28.9% |
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