+22.2%
WCC vs FGI
+45.3%
-23.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.9% | +6.2% | +8.1% |
| 7D | -5.7% | -1.4% | -4.3% | -5.6% |
| 30D | -13.5% | -3.2% | -10.2% | -13.4% |
| 3M | -12.9% | +64.1% | -77.0% | -15.0% |
| 6M | -10.7% | +17.2% | -27.9% | -11.9% |
| YTD | +30.0% | +31.6% | -1.6% | +24.1% |
| All | +22.2% | +45.3% | -23.1% | +16.8% |
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