+43.8%
D vs WCC
+492.1%
-448.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.1% | -8.7% | -1.2% |
| 7D | +0.8% | -5.7% | +6.5% | +1.1% |
| 30D | +10.7% | -13.5% | +24.2% | +11.7% |
| 3M | +2.3% | -12.9% | +15.2% | +3.0% |
| 6M | +12.5% | -10.7% | +23.2% | +12.7% |
| YTD | +20.1% | +30.0% | -9.9% | +15.9% |
| 1Y | +15.6% | +24.7% | -9.2% | +11.8% |
| 3Y | +75.2% | +136.6% | -61.4% | +55.6% |
| 5Y | +14.6% | +143.9% | -129.3% | -0.5% |
| 10Y | +43.8% | +465.9% | -422.2% | +10.2% |
| All | +43.8% | +492.1% | -448.3% | +10.2% |
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