+1,453.3%
TER vs WCC
+1,713.7%
-260.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.9% | +1.6% | +3.8% |
| 7D | +0.6% | +4.5% | -3.9% | -1.2% |
| 30D | -8.3% | -5.8% | -2.5% | -5.8% |
| 3M | -12.2% | -3.7% | -8.6% | -9.5% |
| 6M | +17.1% | +23.1% | -6.0% | +10.3% |
| YTD | +84.7% | +44.2% | +40.5% | +63.7% |
| 1Y | +199.9% | +62.1% | +137.8% | +154.5% |
| 3Y | +232.8% | +121.1% | +111.6% | +140.4% |
| 5Y | +198.6% | +214.0% | -15.4% | +82.3% |
| 10Y | +1,669.7% | +472.8% | +1,197.0% | +653.1% |
| All | +1,453.3% | +1,713.7% | -260.4% | +176.9% |
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