-24.5%
Z vs WCC
+21.1%
-45.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.9% | -6.0% | -2.2% |
| 7D | -3.0% | +4.5% | -7.5% | -3.1% |
| 30D | -4.2% | -5.8% | +1.6% | -3.9% |
| 3M | -3.7% | -3.7% | 0.0% | -2.9% |
| 6M | -24.5% | +23.1% | -47.6% | -29.2% |
| All | -24.5% | +21.1% | -45.6% | -29.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling