+262.0%
TER vs WCC
+131.2%
+130.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.9% | +1.6% | +2.8% |
| 7D | +0.6% | +4.5% | -3.9% | -2.4% |
| 30D | -8.3% | -5.8% | -2.5% | -4.2% |
| 3M | -12.2% | -3.7% | -8.6% | -8.6% |
| 6M | +17.1% | +23.1% | -6.0% | +5.9% |
| YTD | +84.7% | +44.2% | +40.5% | +53.5% |
| 1Y | +199.9% | +62.1% | +137.8% | +135.2% |
| All | +262.0% | +131.2% | +130.9% | +120.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling