+99.4%
DD vs WCC
+440.3%
-340.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +6.7% | +14.2% | -7.5% | +1.3% |
| 30D | +19.4% | -9.8% | +29.3% | +23.4% |
| 3M | +7.6% | -10.1% | +17.7% | +10.8% |
| 6M | +2.9% | -9.4% | +12.3% | +4.5% |
| YTD | +29.9% | +34.4% | -4.5% | +11.6% |
| 1Y | +28.6% | +23.3% | +5.4% | +14.2% |
| 3Y | +90.0% | +137.9% | -47.9% | +20.1% |
| 5Y | +68.1% | +144.0% | -75.8% | -2.0% |
| All | +99.4% | +440.3% | -340.9% | -27.6% |
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