+6,954.6%
TDY vs WCC
+4,917.8%
+2,036.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.2% |
| 7D | -1.8% | +6.8% | -8.6% | -3.8% |
| 30D | -13.8% | -3.0% | -10.8% | -13.1% |
| 3M | -3.9% | +0.2% | -4.1% | -4.6% |
| 6M | -9.0% | +33.2% | -42.2% | -17.4% |
| YTD | +16.5% | +45.8% | -29.3% | +2.6% |
| 1Y | +9.3% | +68.4% | -59.1% | -8.3% |
| 3Y | +45.1% | +131.1% | -86.0% | +4.9% |
| 5Y | +35.0% | +225.6% | -190.6% | -16.1% |
| 10Y | +469.0% | +534.2% | -65.2% | +162.0% |
| All | +6,954.6% | +4,917.8% | +2,036.8% | +1,681.9% |
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