+1,802.9%
TER vs WCC
+518.6%
+1,284.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -1.9% |
| 7D | +9.4% | +1.7% | +7.7% | +8.5% |
| 30D | -2.4% | -6.1% | +3.6% | +0.9% |
| 3M | +6.5% | +3.1% | +3.5% | +6.5% |
| 6M | +23.2% | +28.2% | -5.1% | +12.3% |
| YTD | +91.5% | +41.1% | +50.4% | +68.2% |
| 1Y | +214.8% | +61.3% | +153.5% | +161.4% |
| 3Y | +275.3% | +123.6% | +151.7% | +158.1% |
| 5Y | +211.9% | +214.8% | -2.9% | +78.8% |
| All | +1,802.9% | +518.6% | +1,284.4% | +615.0% |
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