+222.9%
WAB vs WCC
+228.2%
-5.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.0% |
| 7D | +0.2% | +6.8% | -6.6% | -2.0% |
| 30D | -4.6% | -3.0% | -1.5% | -3.8% |
| 3M | +5.6% | +0.2% | +5.4% | +4.9% |
| 6M | +13.8% | +33.2% | -19.4% | +2.3% |
| YTD | +31.9% | +45.8% | -14.0% | +14.6% |
| 1Y | +48.3% | +68.4% | -20.1% | +22.4% |
| 3Y | +167.1% | +131.1% | +36.0% | +86.1% |
| 5Y | +222.9% | +225.6% | -2.7% | +76.6% |
| All | +222.9% | +228.2% | -5.3% | +76.6% |
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