+1,535.5%
WCC vs TAP
+160.7%
+1,374.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.2% | +9.3% | +8.6% |
| 7D | -5.7% | -7.8% | +2.1% | -3.0% |
| 30D | -13.5% | +7.1% | -20.6% | -16.6% |
| 3M | -12.9% | -7.0% | -5.8% | -11.8% |
| 6M | -10.7% | -3.8% | -6.9% | -11.7% |
| YTD | +30.0% | -11.7% | +41.7% | +32.1% |
| 1Y | +24.7% | -10.1% | +34.8% | +25.5% |
| 3Y | +136.6% | -23.7% | +160.3% | +149.8% |
| 5Y | +143.9% | +2.9% | +141.0% | +123.2% |
| 10Y | +465.9% | -49.5% | +515.4% | +549.6% |
| All | +1,535.5% | +160.7% | +1,374.9% | +1,067.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling