+672.3%
AU vs WCC
+541.6%
+130.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | 0.0% |
| 7D | -4.3% | +1.5% | -5.8% | -4.5% |
| 30D | +7.3% | -2.1% | +9.4% | +7.6% |
| 3M | +26.3% | +3.8% | +22.5% | +25.3% |
| 6M | +1.8% | +35.0% | -33.2% | -2.5% |
| YTD | +26.8% | +46.4% | -19.5% | +20.3% |
| 1Y | +66.7% | +63.0% | +3.7% | +56.2% |
| 3Y | +579.1% | +133.9% | +445.1% | +496.0% |
| 5Y | +689.3% | +226.5% | +462.8% | +546.5% |
| All | +672.3% | +541.6% | +130.6% | +347.1% |
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