+22.2%
WCC vs ADVB
-74.4%
+96.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +3.5% | +4.6% | +8.1% |
| 7D | -5.7% | -1.2% | -4.5% | -5.7% |
| 30D | -13.5% | -61.4% | +47.9% | -14.7% |
| 3M | -12.9% | -67.8% | +54.9% | -14.3% |
| 6M | -10.7% | -66.9% | +56.2% | -10.8% |
| YTD | +30.0% | -64.9% | +94.9% | +32.1% |
| All | +22.2% | -74.4% | +96.6% | +28.8% |
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