+84.5%
PR vs WCC
+431.3%
-346.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +2.1% |
| 7D | +6.0% | +9.9% | -4.0% | +0.5% |
| 30D | -4.2% | -8.4% | +4.3% | -0.9% |
| 3M | +10.0% | -10.3% | +20.3% | +13.5% |
| 6M | +15.6% | -10.5% | +26.1% | +16.3% |
| YTD | +68.2% | +32.2% | +36.0% | +30.4% |
| 1Y | +79.2% | +25.5% | +53.7% | +42.6% |
| 3Y | +94.9% | +134.7% | -39.8% | -6.6% |
| 5Y | +272.8% | +139.9% | +132.8% | +57.3% |
| All | +84.5% | +431.3% | -346.9% | -53.4% |
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