+211.3%
MCD vs WCC
+492.1%
-280.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.1% | -6.3% | +0.7% |
| 7D | +5.9% | -5.7% | +11.6% | +6.4% |
| 30D | +19.6% | -13.5% | +33.1% | +21.4% |
| 3M | +3.3% | -12.9% | +16.1% | +4.4% |
| 6M | +3.5% | -10.7% | +14.2% | +3.7% |
| YTD | -6.1% | +30.0% | -36.1% | -11.6% |
| 1Y | -3.7% | +24.7% | -28.4% | -8.9% |
| 3Y | +13.4% | +136.6% | -123.2% | -7.7% |
| 5Y | +25.2% | +143.9% | -118.8% | -3.0% |
| 10Y | +211.3% | +465.9% | -254.7% | +64.7% |
| All | +211.3% | +492.1% | -280.8% | +64.7% |
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