+4,123.8%
WCC vs IBN
+1,779.7%
+2,344.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.3% |
| 7D | -9.9% | +15.8% | -25.7% | -13.8% |
| 30D | -13.4% | +25.1% | -38.5% | -19.0% |
| 3M | -13.5% | +16.0% | -29.4% | -17.4% |
| 6M | -10.6% | +32.8% | -43.4% | -17.9% |
| YTD | +30.1% | +18.0% | +12.1% | +23.5% |
| 1Y | +22.3% | +15.9% | +6.4% | +16.7% |
| 3Y | +130.3% | +57.6% | +72.6% | +99.2% |
| 5Y | +144.5% | +74.7% | +69.8% | +106.5% |
| 10Y | +431.8% | +373.9% | +57.9% | +236.0% |
| All | +4,123.8% | +1,779.7% | +2,344.1% | +1,648.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling