+346.5%
RF vs WCC
+471.3%
-124.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -3.9% | -1.9% |
| 7D | +1.3% | +4.5% | -3.2% | -0.8% |
| 30D | -3.6% | -5.8% | +2.2% | -1.3% |
| 3M | +8.1% | -3.7% | +11.7% | +7.9% |
| 6M | +11.5% | +23.1% | -11.6% | -2.7% |
| YTD | +15.6% | +44.2% | -28.6% | -7.2% |
| 1Y | +15.7% | +62.1% | -46.4% | -13.3% |
| 3Y | +86.9% | +121.1% | -34.2% | +10.6% |
| 5Y | +89.8% | +214.0% | -124.1% | -15.1% |
| All | +346.5% | +471.3% | -124.9% | +7.3% |
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