+214.8%
WCC vs TCOM
+21.5%
+193.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -2.0% | -3.0% |
| 7D | +1.7% | -6.5% | +8.2% | +3.0% |
| 30D | -6.1% | -16.2% | +10.2% | -2.9% |
| 3M | +3.1% | -19.3% | +22.4% | +6.9% |
| 6M | +28.2% | -27.2% | +55.5% | +35.9% |
| YTD | +41.1% | -46.2% | +87.3% | +58.0% |
| 1Y | +61.3% | -46.6% | +107.9% | +80.7% |
| 3Y | +123.6% | +8.4% | +115.3% | +111.0% |
| 5Y | +214.8% | +25.8% | +189.0% | +180.8% |
| All | +214.8% | +21.5% | +193.3% | +180.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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