+534.2%
WCC vs FDS
+72.8%
+461.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | +0.2% |
| 7D | +6.8% | -8.8% | +15.6% | +11.0% |
| 30D | -3.0% | -1.4% | -1.6% | -3.1% |
| 3M | +0.2% | +13.9% | -13.7% | -9.2% |
| 6M | +33.2% | +27.4% | +5.8% | +9.6% |
| YTD | +45.8% | -2.5% | +48.3% | +38.6% |
| 1Y | +68.4% | -23.8% | +92.2% | +84.9% |
| 3Y | +131.1% | -32.5% | +163.6% | +172.4% |
| 5Y | +225.6% | -23.2% | +248.8% | +246.1% |
| 10Y | +534.2% | +76.4% | +457.8% | +302.7% |
| All | +534.2% | +72.8% | +461.3% | +302.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FDS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling