+54.6%
TER vs WCC
+117.0%
-62.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +1.2% |
| 7D | -20.5% | -14.7% | -5.8% | -11.4% |
| 30D | -47.0% | -20.1% | -26.9% | -38.4% |
| 3M | -43.3% | -21.2% | -22.1% | -33.1% |
| 6M | -42.9% | -19.2% | -23.7% | -32.6% |
| YTD | +12.9% | +20.2% | -7.3% | +8.0% |
| 1Y | +18.2% | +14.5% | +3.7% | +16.2% |
| 3Y | +151.8% | +115.1% | +36.7% | +68.4% |
| All | +54.6% | +117.0% | -62.4% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling