+2,362.3%
O vs WCC
+1,591.1%
+771.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.4% | +14.2% | -14.6% | -3.1% |
| 30D | +8.3% | -9.8% | +18.1% | +9.8% |
| 3M | -4.0% | -10.1% | +6.1% | -2.9% |
| 6M | -2.6% | -9.4% | +6.8% | -2.5% |
| YTD | +9.9% | +34.4% | -24.5% | +0.5% |
| 1Y | +9.8% | +23.3% | -13.4% | +2.1% |
| 3Y | +39.7% | +137.9% | -98.2% | +7.2% |
| 5Y | +9.2% | +144.0% | -134.8% | -20.3% |
| 10Y | +81.5% | +442.5% | -361.0% | 0.0% |
| All | +2,362.3% | +1,591.1% | +771.2% | +828.5% |
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