-21.9%
WU vs WCC
+523.6%
-545.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.8% | -2.1% |
| 7D | -0.8% | +4.5% | -5.3% | -2.1% |
| 30D | -1.1% | -5.8% | +4.7% | +0.3% |
| 3M | -3.9% | -3.7% | -0.2% | -4.0% |
| 6M | -20.7% | +23.1% | -43.7% | -26.9% |
| YTD | -18.4% | +44.2% | -62.5% | -28.5% |
| 1Y | -8.1% | +62.1% | -70.2% | -22.9% |
| 3Y | -24.2% | +121.1% | -145.3% | -45.7% |
| 5Y | -50.4% | +214.0% | -264.4% | -70.2% |
| 10Y | -40.0% | +472.8% | -512.8% | -74.3% |
| All | -21.9% | +523.6% | -545.5% | -76.8% |
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 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