+812.9%
TTMI vs WCC
+228.2%
+584.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.6% | -3.2% |
| 7D | +7.5% | +6.8% | +0.7% | +3.4% |
| 30D | -4.5% | -3.0% | -1.5% | -2.3% |
| 3M | -28.5% | +0.2% | -28.7% | -27.8% |
| 6M | +28.4% | +33.2% | -4.8% | +12.6% |
| YTD | +80.1% | +45.8% | +34.3% | +51.0% |
| 1Y | +161.0% | +68.4% | +92.7% | +104.5% |
| 3Y | +862.4% | +131.1% | +731.3% | +520.1% |
| 5Y | +812.9% | +225.6% | +587.3% | +390.9% |
| All | +812.9% | +228.2% | +584.7% | +390.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling