+507.5%
WCC vs IBN
+316.4%
+191.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -3.0% |
| 7D | +1.7% | -5.5% | +7.1% | +4.2% |
| 30D | -6.1% | -3.4% | -2.6% | -4.7% |
| 3M | +3.1% | +8.7% | -5.6% | -0.8% |
| 6M | +28.2% | +3.7% | +24.5% | +26.0% |
| YTD | +41.1% | -2.4% | +43.5% | +42.1% |
| 1Y | +61.3% | -8.1% | +69.4% | +66.0% |
| 3Y | +123.6% | +26.3% | +97.3% | +95.3% |
| 5Y | +214.8% | +54.9% | +159.9% | +150.1% |
| All | +507.5% | +316.4% | +191.1% | +262.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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