+10.8%
MMM vs WCC
+64.4%
-53.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -1.1% |
| 7D | -1.6% | +8.5% | -10.1% | -3.1% |
| 30D | -8.0% | -1.0% | -7.0% | -8.0% |
| 3M | +9.4% | +2.1% | +7.2% | +8.6% |
| 6M | +10.2% | +36.8% | -26.6% | +1.2% |
| YTD | +6.1% | +47.7% | -41.6% | -4.4% |
| 1Y | +10.8% | +66.5% | -55.7% | -3.0% |
| All | +10.8% | +64.4% | -53.6% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling