+96.3%
WCC vs ZYBT
-58.9%
+155.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.5% | +6.2% | +3.7% |
| 7D | +1.5% | -3.7% | +5.3% | +1.5% |
| 30D | -2.1% | 0.0% | -2.1% | -2.1% |
| 3M | +3.8% | +72.2% | -68.4% | +6.1% |
| 6M | +35.0% | +103.1% | -68.2% | +36.6% |
| YTD | +46.4% | +34.8% | +11.6% | +49.3% |
| 1Y | +63.0% | -83.2% | +146.2% | +73.9% |
| All | +96.3% | -58.9% | +155.1% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 3y: compounded portfolio wealth divided by compounded ZYBT 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…
3y analysis · Full analysis span regression · 6 months rolling