+328.7%
WM vs WCC
+492.1%
-163.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.1% | -8.0% | -0.6% |
| 7D | -0.5% | -5.7% | +5.2% | -0.1% |
| 30D | +13.3% | -13.5% | +26.8% | +14.5% |
| 3M | +4.4% | -12.9% | +17.3% | +5.2% |
| 6M | +10.8% | -10.7% | +21.5% | +11.0% |
| YTD | +9.1% | +30.0% | -20.9% | +4.2% |
| 1Y | +19.1% | +24.7% | -5.6% | +14.2% |
| 3Y | +45.7% | +136.6% | -90.9% | +24.1% |
| 5Y | +60.4% | +143.9% | -83.5% | +31.5% |
| 10Y | +328.7% | +465.9% | -137.2% | +177.7% |
| All | +328.7% | +492.1% | -163.3% | +177.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling