+271.8%
WPM vs WCC
+129.2%
+142.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.3% |
| 7D | +3.9% | +6.8% | -2.9% | +2.5% |
| 30D | +17.7% | -3.0% | +20.7% | +18.3% |
| 3M | +39.4% | +0.2% | +39.2% | +38.8% |
| 6M | +6.4% | +33.2% | -26.7% | +0.9% |
| YTD | +34.0% | +45.8% | -11.8% | +25.4% |
| 1Y | +50.5% | +68.4% | -17.9% | +38.5% |
| All | +271.8% | +129.2% | +142.5% | +218.2% |
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