+2,417.1%
MSCI vs WCC
+732.6%
+1,684.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -1.6% |
| 7D | +0.4% | +4.5% | -4.1% | -1.1% |
| 30D | +0.6% | -5.8% | +6.4% | +2.2% |
| 3M | -7.1% | -3.7% | -3.4% | -7.6% |
| 6M | +0.8% | +23.1% | -22.2% | -9.4% |
| YTD | +1.0% | +44.2% | -43.2% | -14.6% |
| 1Y | +4.3% | +62.1% | -57.8% | -16.2% |
| 3Y | +9.9% | +121.1% | -111.2% | -27.2% |
| 5Y | -6.8% | +214.0% | -220.7% | -48.8% |
| 10Y | +614.7% | +472.8% | +141.9% | +159.1% |
| All | +2,417.1% | +732.6% | +1,684.6% | +508.6% |
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 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