+3,135.4%
TT vs WCC
+1,713.7%
+1,421.6%
-77.9%
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 | -0.2% | +4.5% | -4.7% | -1.6% |
| 30D | -7.4% | -5.8% | -1.6% | -5.8% |
| 3M | -3.2% | -3.7% | +0.5% | -2.7% |
| 6M | +1.1% | +23.1% | -21.9% | -6.1% |
| YTD | +15.6% | +44.2% | -28.5% | +1.9% |
| 1Y | +9.2% | +62.1% | -52.9% | -7.6% |
| 3Y | +124.4% | +121.1% | +3.3% | +63.8% |
| 5Y | +138.0% | +214.0% | -76.0% | +48.7% |
| 10Y | +886.4% | +472.8% | +413.6% | +358.1% |
| All | +3,135.4% | +1,713.7% | +1,421.6% | +769.9% |
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 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