+1,099.5%
MKC vs WCC
+1,713.7%
-614.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.8% | -1.3% |
| 7D | -5.9% | +4.5% | -10.3% | -6.2% |
| 30D | -0.9% | -5.8% | +4.9% | -0.5% |
| 3M | +12.7% | -3.7% | +16.4% | +12.6% |
| 6M | -19.3% | +23.1% | -42.4% | -21.3% |
| YTD | -22.2% | +44.2% | -66.3% | -25.2% |
| 1Y | -23.3% | +62.1% | -85.4% | -27.3% |
| 3Y | -30.0% | +121.1% | -151.1% | -36.6% |
| 5Y | -33.8% | +214.0% | -247.7% | -42.9% |
| 10Y | +24.4% | +472.8% | -448.4% | -3.3% |
| All | +1,099.5% | +1,713.7% | -614.2% | +689.5% |
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