+820.4%
MSCI vs WCC
+453.1%
+367.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | -0.1% |
| 7D | -1.9% | +3.3% | -5.2% | -2.9% |
| 30D | +16.5% | -9.4% | +25.9% | +18.4% |
| 3M | +18.2% | -10.5% | +28.7% | +19.9% |
| 6M | +14.0% | -10.4% | +24.4% | +14.1% |
| YTD | +16.6% | +34.4% | -17.8% | +3.0% |
| 1Y | +14.8% | +27.7% | -12.8% | +2.6% |
| 3Y | +33.3% | +137.9% | -104.7% | -7.3% |
| 5Y | +9.1% | +147.0% | -138.0% | -28.1% |
| 10Y | +820.4% | +442.5% | +377.9% | +311.6% |
| All | +820.4% | +453.1% | +367.2% | +311.6% |
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