+225.6%
WCC vs IBN
+54.0%
+171.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.4% |
| 7D | +6.8% | -5.1% | +11.9% | +9.7% |
| 30D | -3.0% | -3.5% | +0.5% | -1.3% |
| 3M | +0.2% | +11.3% | -11.1% | -5.6% |
| 6M | +33.2% | +4.4% | +28.7% | +29.8% |
| YTD | +45.8% | -1.8% | +47.6% | +46.3% |
| 1Y | +68.4% | -8.0% | +76.4% | +73.6% |
| 3Y | +131.1% | +27.1% | +104.1% | +88.6% |
| 5Y | +225.6% | +54.5% | +171.1% | +123.2% |
| All | +225.6% | +54.0% | +171.6% | +123.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling