+22.2%
Z vs WCC
+433.8%
-411.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -9.9% | +19.3% | +12.7% |
| 7D | +10.2% | -8.8% | +19.0% | +12.7% |
| 30D | +23.7% | -16.0% | +39.7% | +29.3% |
| 3M | -6.6% | -15.2% | +8.7% | -3.3% |
| 6M | -23.0% | -8.4% | -14.6% | -23.8% |
| YTD | -50.3% | +30.1% | -80.4% | -57.6% |
| 1Y | -53.6% | +26.4% | -80.0% | -60.0% |
| 3Y | -10.1% | +127.6% | -137.7% | -41.9% |
| 5Y | -49.8% | +149.0% | -198.8% | -70.6% |
| 10Y | -1.6% | +514.8% | -516.4% | -69.3% |
| All | +22.2% | +433.8% | -411.6% | -61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling