+130.3%
WCC vs FGI
-3.4%
+133.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -9.9% | -4.1% | -5.8% | -9.9% |
| 30D | -13.4% | -3.4% | -10.0% | -13.4% |
| 3M | -13.5% | +61.8% | -75.2% | -14.6% |
| 6M | -10.6% | +17.0% | -27.6% | -11.5% |
| YTD | +30.1% | +31.4% | -1.3% | +27.7% |
| 1Y | +22.3% | +42.7% | -20.3% | +20.2% |
| 3Y | +130.3% | -0.1% | +130.4% | +131.8% |
| All | +130.3% | -3.4% | +133.6% | +131.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling