+276.8%
THC vs WCC
+117.0%
+159.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.7% |
| 7D | +3.7% | -14.7% | +18.4% | +7.5% |
| 30D | +9.0% | -20.1% | +29.1% | +14.7% |
| 3M | +10.4% | -21.2% | +31.6% | +16.0% |
| 6M | +45.7% | -19.2% | +64.8% | +50.1% |
| YTD | +42.6% | +20.2% | +22.4% | +28.1% |
| 1Y | +38.8% | +14.5% | +24.3% | +26.3% |
| 3Y | +418.8% | +115.1% | +303.7% | +241.9% |
| All | +276.8% | +117.0% | +159.8% | +126.4% |
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 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