+44.2%
AR vs WCC
+514.1%
-470.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -1.8% |
| 7D | -1.8% | +8.5% | -10.3% | -4.9% |
| 30D | +12.6% | -1.0% | +13.6% | +12.5% |
| 3M | +10.0% | +2.1% | +7.9% | +7.1% |
| 6M | +0.6% | +36.8% | -36.2% | -14.8% |
| YTD | +13.4% | +47.7% | -34.3% | -7.9% |
| 1Y | +21.7% | +66.5% | -44.8% | -7.1% |
| 3Y | +45.8% | +134.2% | -88.3% | -11.9% |
| 5Y | +144.3% | +231.6% | -87.4% | +16.2% |
| All | +44.2% | +514.1% | -470.0% | -56.5% |
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