+211.2%
WPM vs WCC
+138.4%
+72.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -0.5% | +14.2% | -14.7% | -3.1% |
| 30D | -3.1% | -9.8% | +6.7% | -1.6% |
| 3M | -2.2% | -10.1% | +8.0% | -0.7% |
| 6M | -7.4% | -9.4% | +2.0% | -6.5% |
| YTD | +12.6% | +34.4% | -21.8% | +6.4% |
| 1Y | +22.8% | +23.3% | -0.4% | +17.3% |
| All | +211.2% | +138.4% | +72.8% | +157.8% |
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