+594.1%
EWT vs WCC
+3,482.7%
-2,888.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.9% | -2.0% | +0.9% |
| 7D | +4.0% | +4.5% | -0.5% | +2.8% |
| 30D | +10.3% | -5.8% | +16.1% | +11.8% |
| 3M | +6.1% | -3.7% | +9.7% | +6.9% |
| 6M | +56.6% | +23.1% | +33.6% | +48.0% |
| YTD | +76.6% | +44.2% | +32.4% | +60.1% |
| 1Y | +97.9% | +62.1% | +35.8% | +73.6% |
| 3Y | +198.0% | +121.1% | +76.9% | +132.8% |
| 5Y | +151.8% | +214.0% | -62.2% | +72.7% |
| 10Y | +514.1% | +472.8% | +41.3% | +225.0% |
| All | +594.1% | +3,482.7% | -2,888.6% | +103.8% |
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