+499.2%
NOW vs WCC
+457.1%
+42.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.5% | -0.8% |
| 7D | -3.0% | -14.7% | +11.7% | +0.1% |
| 30D | -26.0% | -20.1% | -6.0% | -23.1% |
| 3M | -13.1% | -21.2% | +8.1% | -9.9% |
| 6M | +14.5% | -19.2% | +33.7% | +16.4% |
| YTD | -33.4% | +20.2% | -53.7% | -40.0% |
| 1Y | -40.6% | +14.5% | -55.1% | -45.9% |
| 3Y | -16.3% | +115.1% | -131.4% | -38.5% |
| 5Y | -26.3% | +121.5% | -147.8% | -47.8% |
| All | +499.2% | +457.1% | +42.1% | +271.7% |
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