+146.1%
EWT vs WCC
+211.6%
-65.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.7% | -1.7% |
| 7D | -1.1% | +1.7% | -2.8% | -1.6% |
| 30D | +4.8% | -6.1% | +10.8% | +6.4% |
| 3M | +11.1% | +3.1% | +8.1% | +10.0% |
| 6M | +54.6% | +28.2% | +26.4% | +44.5% |
| YTD | +71.4% | +41.1% | +30.4% | +56.2% |
| 1Y | +82.1% | +61.3% | +20.8% | +60.0% |
| 3Y | +193.2% | +123.6% | +69.6% | +129.3% |
| 5Y | +146.1% | +214.8% | -68.7% | +66.3% |
| All | +146.1% | +211.6% | -65.5% | +66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling