-7.6%
M vs WCC
+440.3%
-447.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.3% | -4.2% | -2.5% |
| 7D | -3.3% | +3.3% | -6.6% | -4.9% |
| 30D | +8.1% | -9.4% | +17.5% | +11.7% |
| 3M | +2.2% | -10.5% | +12.7% | +5.4% |
| 6M | +35.1% | -10.4% | +45.5% | +37.1% |
| YTD | +15.8% | +34.4% | -18.6% | -6.1% |
| 1Y | +25.8% | +27.7% | -1.8% | +4.5% |
| 3Y | +156.2% | +137.9% | +18.3% | +40.1% |
| 5Y | -2.4% | +147.0% | -149.4% | -50.8% |
| All | -7.6% | +440.3% | -447.9% | -76.5% |
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 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