-11.5%
WY vs WCC
+66.6%
-78.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.1% |
| 7D | -4.2% | +1.5% | -5.7% | -4.3% |
| 30D | -10.1% | -2.1% | -8.0% | -9.9% |
| 3M | -8.5% | +3.8% | -12.3% | -8.9% |
| 6M | -3.3% | +35.0% | -38.3% | -7.9% |
| YTD | -4.4% | +46.4% | -50.8% | -10.7% |
| 1Y | -11.5% | +63.0% | -74.5% | -20.1% |
| All | -11.5% | +66.6% | -78.1% | -20.1% |
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