+734.7%
TT vs WCC
+460.5%
+274.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +0.8% | -9.9% | +10.7% | +4.0% |
| 30D | -11.8% | -13.4% | +1.6% | -8.0% |
| 3M | -11.6% | -13.5% | +1.9% | -8.0% |
| 6M | -9.3% | -10.6% | +1.3% | -7.1% |
| YTD | +8.9% | +30.1% | -21.2% | -1.9% |
| 1Y | -2.2% | +22.3% | -24.6% | -10.3% |
| 3Y | +91.9% | +130.3% | -38.4% | +35.4% |
| 5Y | +136.0% | +144.5% | -8.5% | +54.7% |
| 10Y | +734.7% | +431.8% | +302.9% | +268.9% |
| All | +734.7% | +460.5% | +274.2% | +268.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling