+774.4%
ED vs WCC
+1,412.6%
-638.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.5% | -2.5% |
| 7D | +1.6% | -14.7% | +16.3% | +2.5% |
| 30D | +13.3% | -20.1% | +33.4% | +14.6% |
| 3M | +9.7% | -21.2% | +30.9% | +11.0% |
| 6M | +12.8% | -19.2% | +31.9% | +13.6% |
| YTD | +22.3% | +20.2% | +2.1% | +19.8% |
| 1Y | +26.3% | +14.5% | +11.8% | +24.0% |
| 3Y | +45.0% | +115.1% | -70.1% | +34.2% |
| 5Y | +80.2% | +121.5% | -41.3% | +64.0% |
| 10Y | +129.9% | +468.1% | -338.3% | +88.0% |
| All | +774.4% | +1,412.6% | -638.2% | +519.9% |
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