+1,006.2%
TER vs WCC
+460.5%
+545.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | -8.9% | -9.9% | +1.0% | -3.1% |
| 30D | -39.1% | -13.4% | -25.7% | -33.8% |
| 3M | -32.8% | -13.5% | -19.3% | -26.5% |
| 6M | -31.7% | -10.6% | -21.1% | -25.4% |
| YTD | +26.9% | +30.1% | -3.2% | +17.6% |
| 1Y | +33.6% | +22.3% | +11.2% | +27.5% |
| 3Y | +181.5% | +130.3% | +51.2% | +94.5% |
| 5Y | +76.1% | +144.5% | -68.4% | +13.3% |
| 10Y | +1,006.2% | +431.8% | +574.4% | +365.5% |
| All | +1,006.2% | +460.5% | +545.7% | +365.5% |
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