+3,800.0%
FIX vs WCC
+492.1%
+3,307.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +8.1% | +1.3% | +5.2% |
| 7D | -7.2% | -5.7% | -1.6% | -3.5% |
| 30D | -35.1% | -13.5% | -21.7% | -29.3% |
| 3M | -34.3% | -12.9% | -21.4% | -28.5% |
| 6M | -42.9% | -10.7% | -32.3% | -38.4% |
| YTD | +19.5% | +30.0% | -10.5% | +8.0% |
| 1Y | +16.8% | +24.7% | -7.9% | +7.9% |
| 3Y | +506.7% | +136.6% | +370.1% | +305.5% |
| 5Y | +1,046.7% | +143.9% | +902.8% | +607.0% |
| 10Y | +3,800.0% | +465.9% | +3,334.0% | +1,371.2% |
| All | +3,800.0% | +492.1% | +3,307.9% | +1,371.2% |
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