+196.2%
W vs WCC
+291.5%
-95.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.6% |
| 7D | -3.6% | -14.7% | +11.1% | +3.7% |
| 30D | +7.0% | -20.1% | +27.0% | +18.5% |
| 3M | +7.4% | -21.2% | +28.5% | +18.6% |
| 6M | +69.3% | -19.2% | +88.5% | +83.2% |
| YTD | +11.3% | +20.2% | -8.9% | -5.0% |
| 1Y | +13.2% | +14.5% | -1.2% | -1.0% |
| 3Y | +142.0% | +115.1% | +26.9% | +49.6% |
| 5Y | -54.6% | +121.5% | -176.1% | -73.7% |
| 10Y | +243.7% | +468.1% | -224.4% | -2.9% |
| All | +196.2% | +291.5% | -95.2% | -8.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling