+1,359.8%
WDC vs WCC
+137.6%
+1,222.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.5% | -0.3% | +0.7% |
| 7D | +6.0% | +8.5% | -2.5% | +1.1% |
| 30D | +9.9% | -1.0% | +10.9% | +10.6% |
| 3M | -9.4% | +2.1% | -11.5% | -9.7% |
| 6M | +94.7% | +36.8% | +57.9% | +68.0% |
| YTD | +177.4% | +47.7% | +129.6% | +133.2% |
| 1Y | +412.6% | +66.5% | +346.1% | +309.1% |
| 3Y | +1,359.8% | +134.2% | +1,225.6% | +896.9% |
| All | +1,359.8% | +137.6% | +1,222.1% | +896.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling