+4,580.6%
WCC vs IBN
+1,532.9%
+3,047.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.1% |
| 7D | +4.5% | +1.4% | +3.1% | +4.1% |
| 30D | -5.8% | -0.3% | -5.5% | -5.7% |
| 3M | -3.7% | +17.1% | -20.8% | -7.9% |
| 6M | +23.1% | +3.4% | +19.7% | +22.0% |
| YTD | +44.2% | +2.5% | +41.6% | +43.0% |
| 1Y | +62.1% | -4.2% | +66.3% | +63.4% |
| 3Y | +121.1% | +32.4% | +88.7% | +101.9% |
| 5Y | +214.0% | +59.2% | +154.8% | +173.1% |
| 10Y | +472.8% | +345.7% | +127.1% | +269.3% |
| All | +4,580.6% | +1,532.9% | +3,047.7% | +1,925.2% |
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 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