+286.2%
THC vs WCC
+1,713.7%
-1,427.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.9% | -3.3% | -0.6% |
| 7D | -0.7% | +4.5% | -5.1% | -2.0% |
| 30D | +1.3% | -5.8% | +7.1% | +2.8% |
| 3M | +64.2% | -3.7% | +67.9% | +63.8% |
| 6M | +8.3% | +23.1% | -14.8% | -1.1% |
| YTD | +33.4% | +44.2% | -10.8% | +15.7% |
| 1Y | +37.7% | +62.1% | -24.4% | +14.1% |
| 3Y | +236.8% | +121.1% | +115.7% | +138.1% |
| 5Y | +249.3% | +214.0% | +35.3% | +113.5% |
| 10Y | +995.2% | +472.8% | +522.5% | +421.4% |
| All | +286.2% | +1,713.7% | -1,427.6% | +35.8% |
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