+497.8%
UUUU vs WCC
+518.6%
-20.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.2% | -3.1% | -4.7% |
| 7D | -5.0% | +1.7% | -6.7% | -5.8% |
| 30D | -7.8% | -6.1% | -1.7% | -4.7% |
| 3M | -0.4% | +3.1% | -3.5% | -1.8% |
| 6M | -32.9% | +28.2% | -61.1% | -40.3% |
| YTD | -6.3% | +41.1% | -47.4% | -20.0% |
| 1Y | +7.9% | +61.3% | -53.4% | -14.2% |
| 3Y | +85.2% | +123.6% | -38.5% | +16.5% |
| 5Y | +97.0% | +214.8% | -117.8% | +0.6% |
| All | +497.8% | +518.6% | -20.7% | +112.3% |
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