+1,057.8%
TER vs WCC
+440.3%
+617.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +24.0% | +14.2% | +9.8% | +15.9% |
| 30D | -30.6% | -9.8% | -20.8% | -26.2% |
| 3M | -34.5% | -10.1% | -24.4% | -29.7% |
| 6M | -26.4% | -9.4% | -17.0% | -20.1% |
| YTD | +36.4% | +34.4% | +2.0% | +24.4% |
| 1Y | +47.4% | +23.3% | +24.1% | +40.0% |
| 3Y | +202.6% | +137.9% | +64.6% | +105.7% |
| 5Y | +83.9% | +144.0% | -60.1% | +18.0% |
| All | +1,057.8% | +440.3% | +617.5% | +371.8% |
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