+5,885.9%
WCC vs IAG
+377.5%
+5,508.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.2% | +6.1% | +4.1% |
| 7D | +4.5% | -0.5% | +5.0% | +4.5% |
| 30D | -5.8% | +28.9% | -34.7% | -9.0% |
| 3M | -3.7% | +19.1% | -22.8% | -6.2% |
| 6M | +23.1% | -10.3% | +33.3% | +23.7% |
| YTD | +44.2% | +24.2% | +20.0% | +38.4% |
| 1Y | +62.1% | +116.5% | -54.4% | +45.0% |
| 3Y | +121.1% | +742.8% | -621.7% | +63.1% |
| 5Y | +214.0% | +753.3% | -539.4% | +120.4% |
| 10Y | +472.8% | +403.2% | +69.6% | +294.7% |
| All | +5,885.9% | +377.5% | +5,508.5% | +2,815.2% |
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