+163.6%
W vs WCC
+369.4%
-205.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.9% | -1.3% | +0.5% |
| 7D | -4.2% | +4.5% | -8.6% | -6.4% |
| 30D | -7.6% | -5.8% | -1.8% | -5.0% |
| 3M | +37.2% | -3.7% | +40.8% | +38.6% |
| 6M | +26.3% | +23.1% | +3.3% | +9.5% |
| YTD | -1.0% | +44.2% | -45.1% | -21.5% |
| 1Y | +20.1% | +62.1% | -42.0% | -11.8% |
| 3Y | +37.8% | +121.1% | -83.3% | -14.7% |
| 5Y | -63.7% | +214.0% | -277.6% | -81.9% |
| 10Y | +156.3% | +472.8% | -316.5% | -29.7% |
| All | +163.6% | +369.4% | -205.8% | -23.9% |
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