-68.3%
U vs WCC
+228.2%
-296.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.2% |
| 7D | +4.4% | +6.8% | -2.4% | +0.6% |
| 30D | -1.3% | -3.0% | +1.7% | -0.3% |
| 3M | +49.6% | +0.2% | +49.4% | +46.5% |
| 6M | +100.2% | +33.2% | +67.0% | +61.4% |
| YTD | -3.7% | +45.8% | -49.5% | -28.5% |
| 1Y | -6.5% | +68.4% | -74.9% | -37.3% |
| 3Y | +12.9% | +131.1% | -118.2% | -44.2% |
| 5Y | -68.3% | +225.6% | -293.9% | -88.6% |
| All | -68.3% | +228.2% | -296.5% | -88.6% |
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