+1,159.6%
ALL vs WCC
+1,713.7%
-554.1%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.9% | -5.2% | -2.2% |
| 7D | 0.0% | +4.5% | -4.4% | -0.9% |
| 30D | -1.5% | -5.8% | +4.3% | -0.4% |
| 3M | +23.6% | -3.7% | +27.3% | +23.2% |
| 6M | +22.3% | +23.1% | -0.7% | +14.6% |
| YTD | +26.5% | +44.2% | -17.6% | +14.0% |
| 1Y | +27.0% | +62.1% | -35.1% | +10.9% |
| 3Y | +149.6% | +121.1% | +28.5% | +92.4% |
| 5Y | +118.1% | +214.0% | -95.9% | +48.0% |
| 10Y | +369.0% | +472.8% | -103.8% | +150.1% |
| All | +1,159.6% | +1,713.7% | -554.1% | +350.0% |
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