+145.0%
ALL vs WCC
+117.0%
+28.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.2% | -6.6% | -4.6% |
| 7D | -1.9% | -14.7% | +12.8% | -1.0% |
| 30D | +13.8% | -20.1% | +33.8% | +15.3% |
| 3M | -7.0% | -21.2% | +14.2% | -5.8% |
| 6M | +18.0% | -19.2% | +37.2% | +19.0% |
| YTD | +24.2% | +20.2% | +4.0% | +19.3% |
| 1Y | +31.2% | +14.5% | +16.7% | +26.6% |
| 3Y | +107.5% | +115.1% | -7.6% | +77.6% |
| All | +145.0% | +117.0% | +28.1% | +100.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling