+10,761.8%
WWD vs WCC
+1,563.0%
+9,198.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.0% | 0.0% |
| 7D | +4.0% | +9.9% | -6.0% | +0.3% |
| 30D | +0.4% | -8.4% | +8.9% | +3.4% |
| 3M | -7.9% | -10.3% | +2.4% | -4.7% |
| 6M | -10.6% | -10.5% | -0.2% | -8.4% |
| YTD | +9.4% | +32.2% | -22.8% | -3.8% |
| 1Y | +25.7% | +25.5% | +0.2% | +12.6% |
| 3Y | +148.5% | +134.7% | +13.9% | +64.5% |
| 5Y | +189.5% | +139.9% | +49.6% | +80.2% |
| 10Y | +451.8% | +433.5% | +18.3% | +132.8% |
| All | +10,761.8% | +1,563.0% | +9,198.7% | +2,974.1% |
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