-22.5%
WY vs WCC
+129.2%
-151.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.2% |
| 7D | -1.7% | +6.8% | -8.5% | -3.0% |
| 30D | -9.9% | -3.0% | -6.8% | -9.4% |
| 3M | -7.5% | +0.2% | -7.7% | -8.1% |
| 6M | -5.1% | +33.2% | -38.3% | -11.8% |
| YTD | -2.1% | +45.8% | -47.9% | -11.3% |
| 1Y | -7.3% | +68.4% | -75.7% | -19.3% |
| All | -22.5% | +129.2% | -151.7% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling