+434.2%
TTMI vs WCC
+146.1%
+288.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +22.6% | +14.2% | +8.4% | +12.8% |
| 30D | -34.3% | -9.8% | -24.5% | -27.9% |
| 3M | -44.8% | -10.1% | -34.6% | -38.7% |
| 6M | -53.3% | -9.4% | -43.9% | -47.9% |
| YTD | +10.6% | +34.4% | -23.9% | +0.5% |
| 1Y | +8.2% | +23.3% | -15.1% | +3.4% |
| 3Y | +435.7% | +137.9% | +297.7% | +253.2% |
| 5Y | +434.2% | +144.0% | +290.2% | +217.4% |
| All | +434.2% | +146.1% | +288.1% | +217.4% |
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