+82.5%
O vs WCC
+453.1%
-370.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.3% | -0.6% |
| 7D | +0.6% | +3.3% | -2.7% | -0.2% |
| 30D | +9.4% | -9.4% | +18.9% | +10.8% |
| 3M | -2.4% | -10.5% | +8.1% | -1.3% |
| 6M | -1.9% | -10.4% | +8.5% | -1.5% |
| YTD | +10.5% | +34.4% | -24.0% | +1.0% |
| 1Y | +10.0% | +27.7% | -17.7% | +1.5% |
| 3Y | +40.5% | +137.9% | -97.5% | +5.7% |
| 5Y | +10.2% | +147.0% | -136.8% | -22.5% |
| 10Y | +82.5% | +442.5% | -360.0% | -29.2% |
| All | +82.5% | +453.1% | -370.7% | -29.2% |
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