+45.0%
AA vs WCC
+460.5%
-415.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.4% |
| 7D | +1.2% | -9.9% | +11.2% | +6.9% |
| 30D | -5.0% | -13.4% | +8.4% | +2.1% |
| 3M | -22.2% | -13.5% | -8.7% | -17.0% |
| 6M | -36.3% | -10.6% | -25.7% | -33.9% |
| YTD | -24.2% | +30.1% | -54.3% | -39.1% |
| 1Y | +3.9% | +22.3% | -18.5% | -13.2% |
| 3Y | +67.6% | +130.3% | -62.7% | -13.0% |
| 5Y | -8.8% | +144.5% | -153.3% | -58.5% |
| 10Y | +45.0% | +431.8% | -386.9% | -61.7% |
| All | +45.0% | +460.5% | -415.6% | -61.7% |
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