+717.4%
WCC vs JAAA
+29.4%
+688.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.4% |
| 7D | +1.4% | +0.1% | +1.3% | +1.2% |
| 30D | -2.3% | +0.5% | -2.8% | -3.7% |
| 3M | +3.7% | +1.3% | +2.4% | +0.1% |
| 6M | +34.8% | +2.8% | +32.0% | +25.0% |
| YTD | +46.1% | +3.3% | +42.9% | +34.1% |
| 1Y | +62.7% | +4.9% | +57.8% | +43.3% |
| 3Y | +133.6% | +19.0% | +114.6% | +66.9% |
| 5Y | +226.1% | +26.9% | +199.2% | +100.1% |
| All | +717.4% | +29.4% | +688.1% | +280.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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