+4,634.6%
WCC vs WTW
+1,094.8%
+3,539.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | +0.6% |
| 7D | +6.8% | -7.1% | +13.9% | +10.8% |
| 30D | -3.0% | -8.5% | +5.5% | +1.2% |
| 3M | +0.2% | +20.6% | -20.4% | -10.5% |
| 6M | +33.2% | +7.2% | +26.0% | +24.0% |
| YTD | +45.8% | -3.9% | +49.7% | +43.1% |
| 1Y | +68.4% | -3.6% | +72.0% | +64.0% |
| 3Y | +131.1% | +60.7% | +70.4% | +66.0% |
| 5Y | +225.6% | +42.2% | +183.5% | +151.3% |
| 10Y | +534.2% | +195.5% | +338.7% | +235.5% |
| All | +4,634.6% | +1,094.8% | +3,539.7% | +1,755.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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