+231.6%
WCC vs TAP
0.0%
+231.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.1% | +6.6% | +3.6% |
| 7D | +8.5% | -2.3% | +10.8% | +9.1% |
| 30D | -1.0% | -9.4% | +8.4% | +1.4% |
| 3M | +2.1% | -0.8% | +2.9% | +1.2% |
| 6M | +36.8% | -14.7% | +51.6% | +42.2% |
| YTD | +47.7% | -13.9% | +61.7% | +52.3% |
| 1Y | +66.5% | -18.6% | +85.1% | +74.7% |
| 3Y | +134.2% | -32.0% | +166.2% | +160.7% |
| 5Y | +231.6% | -1.0% | +232.6% | +195.1% |
| All | +231.6% | 0.0% | +231.7% | +195.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling