+475.8%
NDAQ vs WCC
+460.5%
+15.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +2.9% | -9.9% | +12.8% | +4.5% |
| 30D | +17.5% | -13.4% | +30.9% | +19.8% |
| 3M | +15.4% | -13.5% | +28.9% | +17.4% |
| 6M | +24.6% | -10.6% | +35.2% | +25.0% |
| YTD | +14.4% | +30.1% | -15.7% | +5.7% |
| 1Y | +26.9% | +22.3% | +4.6% | +18.6% |
| 3Y | +119.8% | +130.3% | -10.5% | +74.3% |
| 5Y | +70.5% | +144.5% | -74.0% | +28.7% |
| 10Y | +475.8% | +431.8% | +44.0% | +247.1% |
| All | +475.8% | +460.5% | +15.3% | +247.1% |
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 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