+15.6%
TFC vs WCC
+229.6%
-214.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.6% | -3.0% |
| 7D | +2.2% | +8.5% | -6.2% | -0.7% |
| 30D | -2.5% | -1.0% | -1.5% | -2.5% |
| 3M | +4.5% | +2.1% | +2.4% | +2.4% |
| 6M | +11.0% | +36.8% | -25.9% | -3.7% |
| YTD | +5.9% | +47.7% | -41.8% | -11.1% |
| 1Y | +14.6% | +66.5% | -51.9% | -9.1% |
| 3Y | +96.7% | +134.2% | -37.4% | +28.0% |
| 5Y | +15.6% | +231.6% | -216.1% | -40.5% |
| All | +15.6% | +229.6% | -214.1% | -40.5% |
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