+1.7%
WFC vs WCC
+27.1%
-25.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.7% | +14.2% | -12.5% | -0.1% |
| 30D | +6.8% | -9.8% | +16.7% | +8.0% |
| 3M | -3.0% | -10.1% | +7.1% | -2.1% |
| 6M | +15.4% | -9.4% | +24.8% | +15.6% |
| YTD | -5.9% | +34.4% | -40.3% | -17.2% |
| 1Y | +1.7% | +23.3% | -21.6% | -8.5% |
| All | +1.7% | +27.1% | -25.5% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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