+1,333.5%
ET vs WCC
+518.3%
+815.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | +3.0% | +14.2% | -11.2% | -1.3% |
| 30D | -3.5% | -9.8% | +6.4% | -1.0% |
| 3M | -5.6% | -10.1% | +4.5% | -3.7% |
| 6M | +0.5% | -9.4% | +9.9% | +1.0% |
| YTD | +26.3% | +34.4% | -8.1% | +9.8% |
| 1Y | +25.7% | +23.3% | +2.4% | +12.0% |
| 3Y | +85.1% | +137.9% | -52.8% | +23.3% |
| 5Y | +216.4% | +144.0% | +72.4% | +96.0% |
| 10Y | +160.9% | +442.5% | -281.5% | +9.4% |
| All | +1,333.5% | +518.3% | +815.2% | +334.0% |
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