+12.0%
WBD vs WCC
+518.6%
-506.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.3% | +2.2% |
| 7D | -0.6% | +1.7% | -2.3% | -1.3% |
| 30D | +4.2% | -6.1% | +10.2% | +6.1% |
| 3M | +7.5% | +3.1% | +4.4% | +4.7% |
| 6M | +1.6% | +28.2% | -26.6% | -10.2% |
| YTD | -2.2% | +41.1% | -43.2% | -17.4% |
| 1Y | +124.9% | +61.3% | +63.6% | +78.5% |
| 3Y | +149.1% | +123.6% | +25.5% | +67.0% |
| 5Y | +7.8% | +214.8% | -206.9% | -38.6% |
| All | +12.0% | +518.6% | -506.6% | -58.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling