+170.2%
WWD vs WCC
+137.6%
+32.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -2.8% |
| 7D | +0.8% | +8.5% | -7.7% | -1.7% |
| 30D | -6.4% | -1.0% | -5.4% | -6.3% |
| 3M | -5.6% | +2.1% | -7.7% | -6.8% |
| 6M | -9.1% | +36.8% | -45.9% | -18.5% |
| YTD | +12.5% | +47.7% | -35.2% | -1.5% |
| 1Y | +41.3% | +66.5% | -25.2% | +19.1% |
| 3Y | +170.2% | +134.2% | +36.1% | +97.0% |
| All | +170.2% | +137.6% | +32.6% | +97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling