+605.8%
MSCI vs WCC
+509.2%
+96.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.5% | -6.3% | -4.4% |
| 7D | -2.1% | +8.5% | -10.6% | -4.1% |
| 30D | -1.7% | -1.0% | -0.8% | -1.8% |
| 3M | -8.2% | +2.1% | -10.3% | -10.0% |
| 6M | -2.4% | +36.8% | -39.3% | -12.8% |
| YTD | -2.8% | +47.7% | -50.5% | -15.3% |
| 1Y | -2.7% | +66.5% | -69.2% | -18.6% |
| 3Y | +7.3% | +134.2% | -126.8% | -23.8% |
| 5Y | -11.4% | +231.6% | -243.1% | -45.7% |
| 10Y | +605.8% | +508.1% | +97.7% | +191.1% |
| All | +605.8% | +509.2% | +96.6% | +191.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling