+214.8%
WCC vs BTG
+75.0%
+139.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -2.7% |
| 7D | +1.7% | -5.5% | +7.1% | +2.7% |
| 30D | -6.1% | +6.1% | -12.2% | -7.3% |
| 3M | +3.1% | +38.6% | -35.6% | -4.2% |
| 6M | +28.2% | +0.7% | +27.6% | +26.1% |
| YTD | +41.1% | +20.3% | +20.8% | +32.8% |
| 1Y | +61.3% | +25.0% | +36.2% | +49.5% |
| 3Y | +123.6% | +97.3% | +26.3% | +81.9% |
| 5Y | +214.8% | +78.3% | +136.5% | +166.8% |
| All | +214.8% | +75.0% | +139.8% | +166.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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