-42.0%
WU vs WCC
+139.9%
-181.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.0% | +1.6% |
| 7D | -2.0% | +9.9% | -12.0% | -3.3% |
| 30D | +11.4% | -8.4% | +19.9% | +12.2% |
| 3M | -6.8% | -10.3% | +3.5% | -6.2% |
| 6M | -14.6% | -10.5% | -4.1% | -14.4% |
| YTD | -20.6% | +32.2% | -52.8% | -26.2% |
| 1Y | -15.4% | +25.5% | -40.9% | -20.6% |
| 3Y | -23.6% | +134.7% | -158.3% | -39.0% |
| All | -42.0% | +139.9% | -181.9% | -56.3% |
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