+62.1%
WCC vs FGI
+81.8%
-19.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +7.5% | -3.7% | +3.8% |
| 7D | +4.5% | +0.5% | +3.9% | +4.5% |
| 30D | -5.8% | +65.4% | -71.2% | -7.6% |
| 3M | -3.7% | +23.5% | -27.2% | -4.9% |
| 6M | +23.1% | +60.5% | -37.5% | +19.2% |
| YTD | +44.2% | +30.0% | +14.2% | +40.2% |
| 1Y | +62.1% | +82.1% | -20.0% | +57.0% |
| All | +62.1% | +81.8% | -19.7% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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