+380.3%
NDAQ vs WCC
+506.2%
-125.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.6% |
| 7D | -1.6% | +6.8% | -8.4% | -2.8% |
| 30D | -1.5% | -3.0% | +1.5% | -1.1% |
| 3M | +8.0% | +0.2% | +7.8% | +7.2% |
| 6M | +7.7% | +33.2% | -25.4% | +0.4% |
| YTD | -2.3% | +45.8% | -48.2% | -10.9% |
| 1Y | +0.6% | +68.4% | -67.8% | -11.3% |
| 3Y | +90.9% | +131.1% | -40.2% | +52.5% |
| 5Y | +52.5% | +225.6% | -173.2% | +9.7% |
| 10Y | +380.3% | +534.2% | -153.9% | +161.9% |
| All | +380.3% | +506.2% | -125.9% | +161.9% |
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