+217.7%
WAB vs WCC
+146.1%
+71.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +7.9% | +14.2% | -6.3% | +3.3% |
| 30D | +4.9% | -9.8% | +14.7% | +7.9% |
| 3M | +1.8% | -10.1% | +11.9% | +4.4% |
| 6M | +12.0% | -9.4% | +21.4% | +14.0% |
| YTD | +41.3% | +34.4% | +6.9% | +25.3% |
| 1Y | +43.8% | +23.3% | +20.6% | +31.2% |
| 3Y | +171.1% | +137.9% | +33.1% | +86.1% |
| 5Y | +217.7% | +144.0% | +73.8% | +103.6% |
| All | +217.7% | +146.1% | +71.6% | +103.6% |
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