+13,824.2%
MA vs WCC
+443.4%
+13,380.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.0% | -2.3% |
| 7D | -2.7% | +4.5% | -7.2% | -4.1% |
| 30D | +1.5% | -5.8% | +7.3% | +3.1% |
| 3M | +20.4% | -3.7% | +24.1% | +20.2% |
| 6M | +11.1% | +23.1% | -11.9% | +0.8% |
| YTD | +2.0% | +44.2% | -42.2% | -12.7% |
| 1Y | -2.2% | +62.1% | -64.2% | -20.2% |
| 3Y | +41.9% | +121.1% | -79.2% | -3.8% |
| 5Y | +75.4% | +214.0% | -138.6% | -1.5% |
| 10Y | +527.5% | +472.8% | +54.8% | +140.5% |
| All | +13,824.2% | +443.4% | +13,380.7% | +3,848.9% |
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