+2,327.9%
NDAQ vs WCC
+5,612.6%
-3,284.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.7% | -2.9% |
| 7D | -2.4% | +4.5% | -6.9% | -3.6% |
| 30D | +2.5% | -5.8% | +8.2% | +3.9% |
| 3M | +9.9% | -3.7% | +13.6% | +9.7% |
| 6M | +9.4% | +23.1% | -13.6% | +0.8% |
| YTD | +0.4% | +44.2% | -43.7% | -11.9% |
| 1Y | +4.0% | +62.1% | -58.1% | -12.2% |
| 3Y | +94.4% | +121.1% | -26.7% | +42.1% |
| 5Y | +56.7% | +214.0% | -157.2% | -2.3% |
| 10Y | +375.3% | +472.8% | -97.5% | +113.6% |
| All | +2,327.9% | +5,612.6% | -3,284.7% | +629.9% |
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 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