+78.6%
UUUU vs WCC
+223.5%
-144.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +3.6% | -8.6% | -7.0% |
| 7D | -10.5% | +1.4% | -11.9% | -11.3% |
| 30D | -10.5% | -2.3% | -8.2% | -9.4% |
| 3M | -14.1% | +3.7% | -17.8% | -16.0% |
| 6M | -35.5% | +34.8% | -70.3% | -44.8% |
| YTD | -10.9% | +46.1% | -57.1% | -26.6% |
| 1Y | +3.4% | +62.7% | -59.4% | -19.7% |
| 3Y | +73.1% | +133.6% | -60.5% | +2.0% |
| All | +78.6% | +223.5% | -144.9% | -29.7% |
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