+4,264.1%
WCC vs IBN
+1,753.3%
+2,510.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.3% |
| 7D | +14.2% | +5.7% | +8.5% | +12.5% |
| 30D | -9.8% | +20.5% | -30.3% | -14.8% |
| 3M | -10.1% | +15.2% | -25.4% | -14.1% |
| 6M | -9.4% | +34.5% | -43.9% | -17.1% |
| YTD | +34.4% | +16.4% | +18.0% | +28.1% |
| 1Y | +23.3% | +13.5% | +9.7% | +18.3% |
| 3Y | +137.9% | +55.4% | +82.5% | +106.7% |
| 5Y | +144.0% | +73.1% | +70.9% | +106.5% |
| 10Y | +442.5% | +383.7% | +58.7% | +241.2% |
| All | +4,264.1% | +1,753.3% | +2,510.8% | +1,714.1% |
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