+504.6%
NOW vs WCC
+492.1%
+12.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.1% | -7.4% | -0.9% |
| 7D | -3.1% | -5.7% | +2.6% | -2.1% |
| 30D | -27.0% | -13.5% | -13.6% | -25.4% |
| 3M | -17.7% | -12.9% | -4.8% | -16.5% |
| 6M | +12.7% | -10.7% | +23.4% | +12.1% |
| YTD | -32.9% | +30.0% | -62.9% | -40.6% |
| 1Y | -40.4% | +24.7% | -65.1% | -46.7% |
| 3Y | -17.1% | +136.6% | -153.7% | -40.4% |
| 5Y | -25.7% | +143.9% | -169.6% | -48.5% |
| 10Y | +504.6% | +465.9% | +38.7% | +265.4% |
| All | +504.6% | +492.1% | +12.6% | +265.4% |
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