-53.6%
Z vs WCC
+24.5%
-78.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -9.9% | +19.3% | +8.6% |
| 7D | +10.2% | -8.8% | +19.0% | +9.4% |
| 30D | +23.7% | -16.0% | +39.7% | +23.1% |
| 3M | -6.6% | -15.2% | +8.7% | -7.0% |
| 6M | -23.0% | -8.4% | -14.6% | -23.9% |
| YTD | -50.3% | +30.1% | -80.4% | -54.9% |
| 1Y | -53.6% | +26.4% | -80.0% | -57.8% |
| All | -53.6% | +24.5% | -78.0% | -57.8% |
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