+225.2%
ACWI vs WCC
+431.3%
-206.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.1% |
| 7D | +2.4% | +9.9% | -7.5% | +0.1% |
| 30D | -1.7% | -8.4% | +6.8% | -0.1% |
| 3M | -3.9% | -10.3% | +6.4% | -2.3% |
| 6M | +0.8% | -10.5% | +11.3% | +2.0% |
| YTD | +11.0% | +32.2% | -21.1% | +1.6% |
| 1Y | +13.1% | +25.5% | -12.4% | +4.6% |
| 3Y | +73.9% | +134.7% | -60.8% | +31.6% |
| 5Y | +59.0% | +139.9% | -80.9% | +14.4% |
| All | +225.2% | +431.3% | -206.1% | +70.2% |
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 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