+5,481.5%
WCC vs IAG
+321.3%
+5,160.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.4% | +5.8% | +3.6% |
| 7D | +3.3% | +3.4% | -0.1% | +2.9% |
| 30D | -9.4% | -2.7% | -6.7% | -9.4% |
| 3M | -10.5% | -0.5% | -10.0% | -10.8% |
| 6M | -10.4% | -4.8% | -5.6% | -10.6% |
| YTD | +34.4% | +9.6% | +24.8% | +30.7% |
| 1Y | +27.7% | +32.2% | -4.5% | +21.3% |
| 3Y | +137.9% | +692.5% | -554.6% | +76.9% |
| 5Y | +147.0% | +447.6% | -300.5% | +82.9% |
| 10Y | +442.5% | +403.3% | +39.1% | +275.8% |
| All | +5,481.5% | +321.3% | +5,160.2% | +2,652.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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