+356.1%
ALL vs WCC
+509.2%
-153.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.8% | -2.8% |
| 7D | -1.7% | +8.5% | -10.2% | -3.2% |
| 30D | -4.7% | -1.0% | -3.7% | -4.7% |
| 3M | +18.4% | +2.1% | +16.3% | +16.8% |
| 6M | +20.5% | +36.8% | -16.3% | +11.4% |
| YTD | +23.5% | +47.7% | -24.2% | +11.9% |
| 1Y | +29.0% | +66.5% | -37.5% | +13.3% |
| 3Y | +153.7% | +134.2% | +19.6% | +95.6% |
| 5Y | +114.8% | +231.6% | -116.8% | +43.0% |
| 10Y | +356.1% | +508.1% | -152.0% | +112.5% |
| All | +356.1% | +509.2% | -153.1% | +112.5% |
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