+678.6%
AU vs WCC
+223.5%
+455.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.1% | -0.1% |
| 7D | -4.3% | +1.4% | -5.6% | -4.5% |
| 30D | +7.3% | -2.3% | +9.6% | +7.6% |
| 3M | +26.3% | +3.7% | +22.7% | +25.1% |
| 6M | +1.8% | +34.8% | -33.0% | -2.6% |
| YTD | +26.8% | +46.1% | -19.3% | +20.3% |
| 1Y | +66.7% | +62.7% | +3.9% | +56.7% |
| 3Y | +579.1% | +133.6% | +445.5% | +506.6% |
| All | +678.6% | +223.5% | +455.1% | +607.0% |
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 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