+192.2%
WWD vs WCC
+228.2%
-36.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | 0.0% |
| 7D | +0.6% | +6.8% | -6.2% | -1.6% |
| 30D | -5.1% | -3.0% | -2.1% | -4.3% |
| 3M | -11.2% | +0.2% | -11.4% | -12.0% |
| 6M | -12.0% | +33.2% | -45.2% | -21.2% |
| YTD | +12.0% | +45.8% | -33.8% | -2.9% |
| 1Y | +42.8% | +68.4% | -25.6% | +17.6% |
| 3Y | +168.9% | +131.1% | +37.8% | +87.3% |
| 5Y | +192.2% | +225.6% | -33.4% | +67.6% |
| All | +192.2% | +228.2% | -36.0% | +67.6% |
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