+7,328.4%
EW vs WCC
+3,652.2%
+3,676.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +1.0% |
| 7D | +11.0% | -14.7% | +25.7% | +13.4% |
| 30D | +19.1% | -20.1% | +39.1% | +22.7% |
| 3M | +14.4% | -21.2% | +35.5% | +17.7% |
| 6M | +22.8% | -19.2% | +41.9% | +25.2% |
| YTD | +19.8% | +20.2% | -0.4% | +14.4% |
| 1Y | +23.9% | +14.5% | +9.4% | +19.1% |
| 3Y | +52.2% | +115.1% | -62.9% | +28.4% |
| 5Y | -13.9% | +121.5% | -135.4% | -29.5% |
| 10Y | +241.9% | +468.1% | -226.2% | +126.8% |
| All | +7,328.4% | +3,652.2% | +3,676.2% | +3,629.0% |
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