+22.9%
WM vs WCC
+11.3%
+11.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.6% | +10.7% | -0.1% |
| 7D | +4.5% | -21.9% | +26.4% | +1.4% |
| 30D | +16.1% | -25.4% | +41.5% | +12.4% |
| 3M | +8.0% | -23.1% | +31.1% | +5.2% |
| 6M | +8.4% | -18.1% | +26.5% | +7.1% |
| YTD | +11.2% | +17.7% | -6.5% | +10.4% |
| All | +22.9% | +11.3% | +11.6% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling