+195.3%
WWD vs WCC
+153.2%
+42.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.3% | -2.0% | +0.2% |
| 7D | +3.7% | +3.3% | +0.4% | +2.5% |
| 30D | +1.8% | -9.4% | +11.2% | +4.9% |
| 3M | -5.0% | -10.5% | +5.5% | -1.9% |
| 6M | -8.4% | -10.4% | +2.0% | -6.2% |
| YTD | +12.3% | +34.4% | -22.1% | -0.4% |
| 1Y | +26.2% | +27.7% | -1.4% | +13.9% |
| 3Y | +154.6% | +137.9% | +16.6% | +74.5% |
| 5Y | +195.3% | +147.0% | +48.2% | +88.0% |
| All | +195.3% | +153.2% | +42.0% | +88.0% |
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 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