+3,759.0%
FIX vs WCC
+453.1%
+3,305.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.3% | +1.7% | +3.3% |
| 7D | +6.4% | +3.3% | +3.1% | +5.1% |
| 30D | -29.1% | -9.4% | -19.6% | -24.5% |
| 3M | -31.1% | -10.5% | -20.6% | -26.1% |
| 6M | -42.8% | -10.4% | -32.4% | -38.4% |
| YTD | +24.6% | +34.4% | -9.8% | +10.8% |
| 1Y | +21.9% | +27.7% | -5.7% | +11.3% |
| 3Y | +524.9% | +137.9% | +387.0% | +315.9% |
| 5Y | +1,092.2% | +147.0% | +945.2% | +630.0% |
| 10Y | +3,759.0% | +442.5% | +3,316.5% | +1,375.9% |
| All | +3,759.0% | +453.1% | +3,305.9% | +1,375.9% |
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