+2,112.4%
FTI vs WCC
+4,030.4%
-1,918.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.6% | -3.1% |
| 7D | -0.2% | +8.5% | -8.7% | -3.4% |
| 30D | +12.3% | -1.0% | +13.3% | +12.5% |
| 3M | +13.8% | +2.1% | +11.6% | +11.1% |
| 6M | +24.3% | +36.8% | -12.5% | +6.6% |
| YTD | +75.8% | +47.7% | +28.0% | +45.6% |
| 1Y | +99.6% | +66.5% | +33.1% | +56.1% |
| 3Y | +278.4% | +134.2% | +144.3% | +141.8% |
| 5Y | +1,168.7% | +231.6% | +937.1% | +559.4% |
| 10Y | +297.5% | +508.1% | -210.6% | +51.4% |
| All | +2,112.4% | +4,030.4% | -1,918.0% | +428.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling