-18.4%
Z vs WCC
+106.2%
-124.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -9.6% | -1.1% | -8.6% |
| 7D | -2.3% | -21.9% | +19.6% | +2.7% |
| 30D | +9.4% | -25.4% | +34.8% | +15.8% |
| 3M | -16.1% | -23.1% | +7.0% | -12.2% |
| 6M | -30.4% | -18.1% | -12.4% | -29.3% |
| YTD | -55.6% | +17.7% | -73.3% | -60.6% |
| 1Y | -58.5% | +12.4% | -70.9% | -62.6% |
| All | -18.4% | +106.2% | -124.6% | -52.8% |
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 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