+568.4%
MA vs WCC
+460.5%
+107.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +1.8% | -9.9% | +11.7% | +3.9% |
| 30D | +11.8% | -13.4% | +25.2% | +14.8% |
| 3M | +17.2% | -13.5% | +30.6% | +19.7% |
| 6M | +33.4% | -10.6% | +44.0% | +33.9% |
| YTD | +16.1% | +30.1% | -13.9% | +4.2% |
| 1Y | +19.9% | +22.3% | -2.4% | +9.1% |
| 3Y | +70.1% | +130.3% | -60.2% | +21.0% |
| 5Y | +89.6% | +144.5% | -54.9% | +25.3% |
| 10Y | +568.4% | +431.8% | +136.6% | +200.7% |
| All | +568.4% | +460.5% | +107.9% | +200.7% |
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