+708.4%
P vs WCC
+471.3%
+237.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.9% | -2.5% | -0.3% |
| 7D | +6.5% | +4.5% | +2.1% | +4.5% |
| 30D | +18.8% | -5.8% | +24.6% | +21.8% |
| 3M | +26.7% | -3.7% | +30.4% | +28.8% |
| 6M | +62.2% | +23.1% | +39.1% | +47.3% |
| YTD | +48.5% | +44.2% | +4.3% | +26.2% |
| 1Y | +26.4% | +62.1% | -35.7% | +1.7% |
| 3Y | +159.4% | +121.1% | +38.3% | +75.2% |
| 5Y | +275.8% | +214.0% | +61.8% | +105.5% |
| All | +708.4% | +471.3% | +237.0% | +157.0% |
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