+1,458.7%
ET vs WCC
+563.2%
+895.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.6% | -0.9% |
| 7D | +0.9% | +4.5% | -3.6% | -0.5% |
| 30D | +7.5% | -5.8% | +13.3% | +9.2% |
| 3M | +11.4% | -3.7% | +15.1% | +11.3% |
| 6M | +18.5% | +23.1% | -4.5% | +7.9% |
| YTD | +37.4% | +44.2% | -6.8% | +18.0% |
| 1Y | +30.9% | +62.1% | -31.2% | +7.1% |
| 3Y | +98.7% | +121.1% | -22.4% | +37.0% |
| 5Y | +230.7% | +214.0% | +16.8% | +89.3% |
| 10Y | +175.6% | +472.8% | -297.2% | +14.7% |
| All | +1,458.7% | +563.2% | +895.5% | +366.5% |
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