+68.4%
WCC vs TAP
-19.6%
+88.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.5% |
| 7D | +6.8% | -5.1% | +11.9% | +5.8% |
| 30D | -3.0% | -8.4% | +5.4% | -4.4% |
| 3M | +0.2% | -3.9% | +4.1% | -0.4% |
| 6M | +33.2% | -14.4% | +47.5% | +32.0% |
| YTD | +45.8% | -14.7% | +60.6% | +45.9% |
| 1Y | +68.4% | -18.7% | +87.1% | +66.5% |
| All | +68.4% | -19.6% | +88.0% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling