+2,372.3%
O vs WCC
+1,535.5%
+836.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.1% | -7.3% | -0.8% |
| 7D | +3.3% | -5.7% | +9.0% | +4.1% |
| 30D | +10.3% | -13.5% | +23.8% | +12.8% |
| 3M | -3.5% | -12.9% | +9.4% | -1.8% |
| 6M | -1.3% | -10.7% | +9.4% | -0.9% |
| YTD | +10.3% | +30.0% | -19.7% | +1.6% |
| 1Y | +10.4% | +24.7% | -14.3% | +2.4% |
| 3Y | +40.0% | +136.6% | -96.6% | +7.4% |
| 5Y | +12.4% | +143.9% | -131.6% | -18.0% |
| 10Y | +78.2% | +465.9% | -387.7% | -2.8% |
| All | +2,372.3% | +1,535.5% | +836.7% | +838.6% |
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