+5,013.3%
WPM vs WCC
+943.6%
+4,069.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.2% |
| 7D | -3.6% | +9.9% | -13.5% | -6.0% |
| 30D | +1.4% | -8.4% | +9.9% | +3.1% |
| 3M | -0.2% | -10.3% | +10.2% | +1.8% |
| 6M | -7.3% | -10.5% | +3.2% | -5.8% |
| YTD | +12.3% | +32.2% | -19.8% | +2.4% |
| 1Y | +24.9% | +25.5% | -0.6% | +15.3% |
| 3Y | +210.4% | +134.7% | +75.7% | +126.7% |
| 5Y | +210.4% | +139.9% | +70.4% | +110.7% |
| 10Y | +731.7% | +433.5% | +298.2% | +272.5% |
| All | +5,013.3% | +943.6% | +4,069.7% | +1,472.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling