+812.6%
PH vs WCC
+506.2%
+306.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.1% |
| 7D | 0.0% | +6.8% | -6.8% | -3.1% |
| 30D | -10.3% | -3.0% | -7.3% | -9.3% |
| 3M | +5.1% | +0.2% | +4.9% | +3.6% |
| 6M | +2.3% | +33.2% | -30.9% | -13.3% |
| YTD | +8.7% | +45.8% | -37.1% | -12.4% |
| 1Y | +26.8% | +68.4% | -41.6% | -5.7% |
| 3Y | +139.2% | +131.1% | +8.1% | +41.7% |
| 5Y | +251.1% | +225.6% | +25.5% | +59.5% |
| 10Y | +812.6% | +534.2% | +278.4% | +128.5% |
| All | +812.6% | +506.2% | +306.4% | +128.5% |
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 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