+207.0%
WPM vs WCC
+139.9%
+67.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -3.6% | +9.9% | -13.5% | -5.1% |
| 30D | +1.4% | -8.4% | +9.9% | +2.5% |
| 3M | -0.2% | -10.3% | +10.2% | +1.1% |
| 6M | -7.3% | -10.5% | +3.2% | -6.3% |
| YTD | +12.3% | +32.2% | -19.8% | +7.1% |
| 1Y | +24.9% | +25.5% | -0.6% | +19.8% |
| 3Y | +210.4% | +134.7% | +75.7% | +167.2% |
| All | +207.0% | +139.9% | +67.1% | +155.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling