+132.3%
AA vs WCC
+506.2%
-373.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.2% |
| 7D | -0.6% | +6.8% | -7.4% | -4.6% |
| 30D | -1.6% | -3.0% | +1.5% | 0.0% |
| 3M | -29.8% | +0.2% | -30.0% | -30.6% |
| 6M | -16.6% | +33.2% | -49.8% | -32.2% |
| YTD | -4.0% | +45.8% | -49.9% | -26.6% |
| 1Y | +63.5% | +68.4% | -4.9% | +13.4% |
| 3Y | +86.8% | +131.1% | -44.4% | -1.1% |
| 5Y | +12.4% | +225.6% | -213.2% | -56.5% |
| 10Y | +132.3% | +534.2% | -401.8% | -49.8% |
| All | +132.3% | +506.2% | -373.9% | -49.8% |
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 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