+314.7%
A vs WCC
+431.3%
-116.6%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.0% |
| 7D | -0.5% | +9.9% | -10.4% | -2.8% |
| 30D | 0.0% | -8.4% | +8.4% | +1.7% |
| 3M | +16.7% | -10.3% | +27.0% | +18.9% |
| 6M | +54.8% | -10.5% | +65.3% | +56.6% |
| YTD | +28.8% | +32.2% | -3.4% | +17.1% |
| 1Y | +19.3% | +25.5% | -6.2% | +9.8% |
| 3Y | +65.5% | +134.7% | -69.2% | +25.0% |
| 5Y | +12.1% | +139.9% | -127.9% | -19.1% |
| All | +314.7% | +431.3% | -116.6% | +139.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling