-9.5%
M vs WCC
+440.3%
-449.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.6% | +14.2% | -13.6% | -5.7% |
| 30D | +7.0% | -9.8% | +16.8% | +10.8% |
| 3M | +3.1% | -10.1% | +13.3% | +6.1% |
| 6M | +33.5% | -9.4% | +42.9% | +34.7% |
| YTD | +13.4% | +34.4% | -21.0% | -8.1% |
| 1Y | +22.4% | +23.3% | -0.9% | +3.6% |
| 3Y | +150.9% | +137.9% | +13.0% | +37.2% |
| 5Y | -3.0% | +144.0% | -147.0% | -50.8% |
| All | -9.5% | +440.3% | -449.8% | -77.0% |
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