+1,412.6%
WCC vs TAP
+163.8%
+1,248.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.5% | +6.7% | +3.9% |
| 7D | -14.7% | +0.5% | -15.2% | -15.3% |
| 30D | -20.1% | +9.1% | -29.2% | -23.6% |
| 3M | -21.2% | -3.8% | -17.4% | -21.2% |
| 6M | -19.2% | -3.4% | -15.7% | -20.2% |
| YTD | +20.2% | -10.6% | +30.9% | +21.6% |
| 1Y | +14.5% | -4.4% | +18.9% | +12.2% |
| 3Y | +115.1% | -24.4% | +139.5% | +128.2% |
| 5Y | +121.5% | +2.1% | +119.4% | +103.6% |
| 10Y | +468.1% | -48.7% | +516.9% | +548.3% |
| All | +1,412.6% | +163.8% | +1,248.8% | +975.1% |
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