+175.0%
WCC vs FGI
-74.8%
+249.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -25.2% | +23.5% | -1.1% |
| 7D | +9.9% | -14.4% | +24.3% | +10.2% |
| 30D | -8.4% | -11.8% | +3.3% | -8.3% |
| 3M | -10.3% | -46.2% | +35.9% | -9.5% |
| 6M | -10.5% | +5.2% | -15.7% | -12.0% |
| YTD | +32.2% | +10.5% | +21.6% | +28.1% |
| 1Y | +25.5% | +25.5% | 0.0% | +21.1% |
| 3Y | +134.7% | -16.0% | +150.7% | +125.5% |
| All | +175.0% | -74.8% | +249.8% | +173.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling