+1,713.7%
WCC vs TAP
+164.9%
+1,548.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.0% | +3.9% |
| 7D | +4.5% | -2.3% | +6.8% | +5.4% |
| 30D | -5.8% | -2.1% | -3.7% | -5.4% |
| 3M | -3.7% | +6.6% | -10.3% | -7.3% |
| 6M | +23.1% | -11.5% | +34.6% | +27.2% |
| YTD | +44.2% | -10.3% | +54.4% | +47.4% |
| 1Y | +62.1% | -14.4% | +76.5% | +67.9% |
| 3Y | +121.1% | -28.3% | +149.4% | +142.4% |
| 5Y | +214.0% | +1.7% | +212.3% | +192.6% |
| 10Y | +472.8% | -49.2% | +522.0% | +564.0% |
| All | +1,713.7% | +164.9% | +1,548.8% | +1,203.1% |
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 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