+125.5%
WCC vs BTG
+94.1%
+31.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -2.7% |
| 7D | +1.7% | -5.5% | +7.1% | +2.7% |
| 30D | -6.1% | +6.1% | -12.2% | -7.2% |
| 3M | +3.1% | +38.6% | -35.6% | -3.9% |
| 6M | +28.2% | +0.7% | +27.6% | +26.1% |
| YTD | +41.1% | +20.3% | +20.8% | +33.0% |
| 1Y | +61.3% | +25.0% | +36.2% | +49.7% |
| All | +125.5% | +94.1% | +31.4% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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