+897.0%
D vs WCC
+1,713.7%
-816.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -0.8% |
| 7D | +1.5% | +4.5% | -3.0% | +1.0% |
| 30D | -2.6% | -5.8% | +3.2% | -2.1% |
| 3M | 0.0% | -3.7% | +3.7% | 0.0% |
| 6M | +7.4% | +23.1% | -15.7% | +4.5% |
| YTD | +15.9% | +44.2% | -28.3% | +10.9% |
| 1Y | +18.1% | +62.1% | -44.0% | +11.5% |
| 3Y | +58.4% | +121.1% | -62.7% | +41.9% |
| 5Y | +5.2% | +214.0% | -208.8% | -10.8% |
| 10Y | +35.9% | +472.8% | -436.9% | +2.5% |
| All | +897.0% | +1,713.7% | -816.8% | +509.5% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling