+2,540.3%
TD vs WCC
+1,563.0%
+977.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.6% | +0.3% |
| 7D | +1.1% | +9.9% | -8.8% | -1.0% |
| 30D | +5.2% | -8.4% | +13.7% | +6.7% |
| 3M | +1.2% | -10.3% | +11.6% | +2.8% |
| 6M | +17.7% | -10.5% | +28.2% | +19.0% |
| YTD | +34.2% | +32.2% | +2.1% | +23.8% |
| 1Y | +55.4% | +25.5% | +29.9% | +44.8% |
| 3Y | +130.4% | +134.7% | -4.3% | +78.8% |
| 5Y | +101.8% | +139.9% | -38.1% | +50.1% |
| 10Y | +301.9% | +433.5% | -131.6% | +129.7% |
| All | +2,540.3% | +1,563.0% | +977.2% | +991.6% |
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