+2,715.8%
MSCI vs WCC
+594.3%
+2,121.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.4% | -3.0% |
| 7D | +2.8% | -14.7% | +17.5% | +7.7% |
| 30D | +15.4% | -20.1% | +35.5% | +22.9% |
| 3M | +13.4% | -21.2% | +34.6% | +20.5% |
| 6M | +10.9% | -19.2% | +30.1% | +14.7% |
| YTD | +13.0% | +20.2% | -7.2% | 0.0% |
| 1Y | +12.0% | +14.5% | -2.4% | +0.6% |
| 3Y | +34.1% | +115.1% | -81.0% | -12.1% |
| 5Y | +3.9% | +121.5% | -117.6% | -36.1% |
| 10Y | +802.0% | +468.1% | +333.9% | +218.0% |
| All | +2,715.8% | +594.3% | +2,121.5% | +612.8% |
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