+893.7%
TT vs WCC
+509.2%
+384.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.2% |
| 7D | +1.6% | +8.5% | -6.9% | -1.1% |
| 30D | -7.3% | -1.0% | -6.3% | -7.2% |
| 3M | -2.6% | +2.1% | -4.7% | -3.9% |
| 6M | +5.9% | +36.8% | -30.9% | -5.3% |
| YTD | +15.4% | +47.7% | -32.3% | +0.3% |
| 1Y | +8.2% | +66.5% | -58.3% | -9.8% |
| 3Y | +122.7% | +134.2% | -11.5% | +56.8% |
| 5Y | +145.0% | +231.6% | -86.7% | +45.0% |
| 10Y | +893.7% | +508.1% | +385.6% | +310.2% |
| All | +893.7% | +509.2% | +384.5% | +310.2% |
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