+15,614.6%
MA vs WCC
+353.2%
+15,261.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.2% |
| 7D | +2.3% | -14.7% | +17.0% | +6.9% |
| 30D | +14.7% | -20.1% | +34.7% | +21.8% |
| 3M | +13.5% | -21.2% | +34.7% | +20.2% |
| 6M | +33.1% | -19.2% | +52.3% | +37.9% |
| YTD | +15.1% | +20.2% | -5.2% | +2.9% |
| 1Y | +18.7% | +14.5% | +4.3% | +7.6% |
| 3Y | +72.1% | +115.1% | -43.1% | +15.8% |
| 5Y | +92.8% | +121.5% | -28.7% | +20.7% |
| 10Y | +571.6% | +468.1% | +103.5% | +152.0% |
| All | +15,614.6% | +353.2% | +15,261.4% | +4,556.0% |
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 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