+26.4%
WCC vs SNY
+2.7%
+23.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +4.7% | -14.6% | -9.2% |
| 7D | -8.8% | +12.4% | -21.2% | -7.8% |
| 30D | -16.0% | +20.1% | -36.2% | -14.9% |
| 3M | -15.2% | +11.2% | -26.4% | -14.0% |
| 6M | -8.4% | +9.5% | -17.9% | -7.0% |
| YTD | +30.1% | +3.4% | +26.7% | +32.5% |
| 1Y | +26.4% | +2.0% | +24.4% | +29.5% |
| All | +26.4% | +2.7% | +23.7% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 1y: compounded portfolio wealth divided by compounded SNY 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…
1y analysis · Full analysis span regression · 6 months rolling