+298.2%
WBD vs WCC
+1,031.1%
-732.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -1.9% |
| 7D | -1.8% | +4.5% | -6.3% | -3.4% |
| 30D | +8.8% | -5.8% | +14.6% | +10.8% |
| 3M | +4.6% | -3.7% | +8.3% | +4.5% |
| 6M | +1.1% | +23.1% | -22.0% | -9.3% |
| YTD | -2.0% | +44.2% | -46.1% | -17.8% |
| 1Y | +140.0% | +62.1% | +77.9% | +90.6% |
| 3Y | +144.4% | +121.1% | +23.3% | +65.6% |
| 5Y | -0.2% | +214.0% | -214.2% | -43.1% |
| 10Y | +9.1% | +472.8% | -463.7% | -56.9% |
| All | +298.2% | +1,031.1% | -732.9% | +6.9% |
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