+356.8%
ACWI vs WCC
+894.1%
-537.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -1.2% |
| 7D | +0.5% | +4.5% | -4.0% | -0.9% |
| 30D | +0.9% | -5.8% | +6.7% | +2.5% |
| 3M | +2.4% | -3.7% | +6.1% | +2.7% |
| 6M | +12.4% | +23.1% | -10.7% | +3.8% |
| YTD | +15.2% | +44.2% | -29.0% | +0.9% |
| 1Y | +22.7% | +62.1% | -39.4% | +3.0% |
| 3Y | +75.8% | +121.1% | -45.3% | +26.0% |
| 5Y | +67.7% | +214.0% | -146.2% | +1.2% |
| 10Y | +229.0% | +472.8% | -243.8% | +39.8% |
| All | +356.8% | +894.1% | -537.3% | +27.2% |
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 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