+222.4%
T vs WCC
+1,535.5%
-1,313.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.1% | -7.3% | -0.4% |
| 7D | +1.7% | -5.7% | +7.4% | +2.3% |
| 30D | -1.7% | -13.5% | +11.7% | -0.1% |
| 3M | -7.3% | -12.9% | +5.5% | -6.2% |
| 6M | -11.2% | -10.7% | -0.5% | -11.0% |
| YTD | -8.1% | +30.0% | -38.0% | -13.5% |
| 1Y | -8.0% | +24.7% | -32.7% | -13.0% |
| 3Y | +62.1% | +136.6% | -74.4% | +33.1% |
| 5Y | +55.7% | +143.9% | -88.2% | +23.1% |
| 10Y | +54.1% | +465.9% | -411.8% | -1.4% |
| All | +222.4% | +1,535.5% | -1,313.2% | +43.6% |
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