+66.8%
M vs WCC
+1,713.7%
-1,646.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.9% | -1.3% | +1.2% |
| 7D | +4.7% | +4.5% | +0.3% | +3.0% |
| 30D | -9.6% | -5.8% | -3.8% | -7.9% |
| 3M | +0.9% | -3.7% | +4.5% | +1.2% |
| 6M | +22.3% | +23.1% | -0.8% | +10.9% |
| YTD | +6.5% | +44.2% | -37.6% | -9.1% |
| 1Y | +38.8% | +62.1% | -23.3% | +12.8% |
| 3Y | +115.9% | +121.1% | -5.2% | +49.2% |
| 5Y | +28.6% | +214.0% | -185.3% | -22.9% |
| 10Y | -2.5% | +472.8% | -475.3% | -56.4% |
| All | +66.8% | +1,713.7% | -1,646.9% | -53.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling