+743.1%
SW vs WCC
+652.6%
+90.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -9.9% | +14.0% | +5.3% |
| 7D | +12.1% | -8.8% | +20.8% | +13.2% |
| 30D | +6.6% | -16.0% | +22.6% | +8.6% |
| 3M | -6.0% | -15.2% | +9.2% | -4.5% |
| 6M | +21.5% | -8.4% | +29.8% | +22.1% |
| YTD | +20.3% | +30.1% | -9.8% | +15.7% |
| 1Y | +28.1% | +26.4% | +1.7% | +23.6% |
| 3Y | +51.6% | +127.6% | -76.0% | +35.7% |
| 5Y | -0.1% | +149.0% | -149.2% | -12.7% |
| 10Y | +189.7% | +514.8% | -325.0% | +130.7% |
| All | +743.1% | +652.6% | +90.5% | +632.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling