+970.3%
TER vs WCC
+1,535.5%
-565.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +8.1% | +4.6% | +9.2% |
| 7D | -5.8% | -5.7% | -0.1% | -2.8% |
| 30D | -38.9% | -13.5% | -25.4% | -34.5% |
| 3M | -35.1% | -12.9% | -22.3% | -30.3% |
| 6M | -31.6% | -10.7% | -20.9% | -26.2% |
| YTD | +27.2% | +30.0% | -2.7% | +19.2% |
| 1Y | +35.2% | +24.7% | +10.5% | +29.0% |
| 3Y | +192.8% | +136.6% | +56.2% | +109.7% |
| 5Y | +72.4% | +143.9% | -71.5% | +18.0% |
| 10Y | +1,001.8% | +465.9% | +535.9% | +381.0% |
| All | +970.3% | +1,535.5% | -565.3% | +101.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling