+3,653.2%
FIX vs WCC
+457.1%
+3,196.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.3% | +4.3% |
| 7D | -17.5% | -14.7% | -2.8% | -9.8% |
| 30D | -41.6% | -20.1% | -21.5% | -33.8% |
| 3M | -40.6% | -21.2% | -19.4% | -32.1% |
| 6M | -49.4% | -19.2% | -30.2% | -42.6% |
| YTD | +9.2% | +20.2% | -11.0% | +2.6% |
| 1Y | +6.5% | +14.5% | -8.0% | +2.6% |
| 3Y | +448.7% | +115.1% | +333.6% | +283.7% |
| 5Y | +948.7% | +121.5% | +827.2% | +576.9% |
| All | +3,653.2% | +457.1% | +3,196.1% | +1,284.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling