+780.1%
WCC vs BTG
+378.0%
+402.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.9% | +5.3% | +2.8% |
| 7D | +8.5% | +4.8% | +3.7% | +7.9% |
| 30D | -1.0% | +8.3% | -9.3% | -2.0% |
| 3M | +2.1% | +32.3% | -30.2% | -1.6% |
| 6M | +36.8% | +3.0% | +33.9% | +35.2% |
| YTD | +47.7% | +21.9% | +25.8% | +42.6% |
| 1Y | +66.5% | +28.2% | +38.3% | +59.3% |
| 3Y | +134.2% | +99.9% | +34.3% | +110.5% |
| 5Y | +231.6% | +73.6% | +158.1% | +198.8% |
| 10Y | +508.1% | +136.5% | +371.6% | +417.5% |
| All | +780.1% | +378.0% | +402.1% | +469.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling