+26.8%
PL vs WCC
+231.7%
-204.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.2% | +8.2% | +9.2% |
| 7D | -6.8% | -14.7% | +7.9% | +1.6% |
| 30D | -29.3% | -20.1% | -9.2% | -20.2% |
| 3M | -44.8% | -21.2% | -23.6% | -37.6% |
| 6M | -68.4% | -19.2% | -49.2% | -64.7% |
| YTD | -36.4% | +20.2% | -56.6% | -43.0% |
| 1Y | +0.7% | +14.5% | -13.7% | -7.5% |
| 3Y | +455.3% | +115.1% | +340.2% | +270.8% |
| 5Y | +22.7% | +121.5% | -98.8% | -25.9% |
| All | +26.8% | +231.7% | -204.9% | -23.5% |
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