+45.0%
REPL vs WCC
+472.3%
-427.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +9.8% | +14.2% | -4.4% | +5.0% |
| 30D | +81.5% | -9.8% | +91.3% | +86.9% |
| 3M | +44.2% | -10.1% | +54.3% | +47.8% |
| 6M | +437.4% | -9.4% | +446.8% | +445.0% |
| YTD | +126.1% | +34.4% | +91.7% | +95.5% |
| 1Y | +143.1% | +23.3% | +119.9% | +116.1% |
| 3Y | +97.8% | +137.9% | -40.1% | +27.4% |
| 5Y | -34.3% | +144.0% | -178.2% | -60.2% |
| All | +45.0% | +472.3% | -427.3% | -43.1% |
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