+474.4%
WWD vs WCC
+518.6%
-44.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.8% | 0.0% |
| 7D | -2.9% | +1.7% | -4.5% | -3.7% |
| 30D | -6.6% | -6.1% | -0.5% | -4.2% |
| 3M | -9.3% | +3.1% | -12.4% | -11.8% |
| 6M | -13.6% | +28.2% | -41.8% | -24.4% |
| YTD | +10.4% | +41.1% | -30.7% | -7.9% |
| 1Y | +39.9% | +61.3% | -21.4% | +9.0% |
| 3Y | +165.0% | +123.6% | +41.4% | +61.8% |
| 5Y | +183.8% | +214.8% | -31.0% | +32.3% |
| All | +474.4% | +518.6% | -44.2% | +36.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling