-52.1%
WU vs WCC
+224.0%
-276.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.2% | 0.0% |
| 7D | -3.5% | +1.5% | -5.0% | -3.7% |
| 30D | -2.9% | -2.1% | -0.8% | -2.8% |
| 3M | -2.3% | +3.8% | -6.1% | -3.4% |
| 6M | -25.4% | +35.0% | -60.3% | -30.0% |
| YTD | -21.2% | +46.4% | -67.6% | -27.4% |
| 1Y | -8.9% | +63.0% | -71.8% | -18.1% |
| 3Y | -29.0% | +133.9% | -162.9% | -42.9% |
| All | -52.1% | +224.0% | -276.1% | -67.4% |
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