+897.0%
D vs WCC
+1,713.7%
-816.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.9% | -5.3% | -1.8% |
| 7D | +0.4% | +4.5% | -4.0% | 0.0% |
| 30D | -3.6% | -5.8% | +2.2% | -3.1% |
| 3M | -1.0% | -3.7% | +2.7% | -1.0% |
| 6M | +6.3% | +23.1% | -16.8% | +3.5% |
| YTD | +14.7% | +44.2% | -29.4% | +9.8% |
| 1Y | +16.9% | +62.1% | -45.2% | +10.3% |
| 3Y | +56.8% | +121.1% | -64.3% | +40.5% |
| 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 all: 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…
all analysis · Full analysis span regression · 6 months rolling