-32.1%
WY vs WCC
+139.9%
-172.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.1% |
| 7D | -0.8% | +9.9% | -10.8% | -2.9% |
| 30D | +10.1% | -8.4% | +18.6% | +11.3% |
| 3M | -15.4% | -10.3% | -5.0% | -14.5% |
| 6M | -8.3% | -10.5% | +2.2% | -7.9% |
| YTD | -9.8% | +32.2% | -42.0% | -19.1% |
| 1Y | -3.9% | +25.5% | -29.4% | -12.7% |
| 3Y | -23.3% | +134.7% | -158.0% | -45.3% |
| All | -32.1% | +139.9% | -172.0% | -54.7% |
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