-24.3%
TMF vs WCC
+24.5%
-48.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -9.9% | +12.4% | +3.1% |
| 7D | +4.0% | -8.8% | +12.8% | +4.4% |
| 30D | +19.5% | -16.0% | +35.5% | +20.9% |
| 3M | -3.5% | -15.2% | +11.7% | -2.6% |
| 6M | -10.6% | -8.4% | -2.2% | -10.8% |
| YTD | -17.1% | +30.1% | -47.2% | -22.0% |
| 1Y | -24.3% | +26.4% | -50.7% | -27.8% |
| All | -24.3% | +24.5% | -48.7% | -27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling