+120.5%
WY vs WCC
+1,758.7%
-1,638.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -2.2% |
| 7D | -2.1% | +8.5% | -10.5% | -4.4% |
| 30D | -10.5% | -1.0% | -9.5% | -10.5% |
| 3M | -4.9% | +2.1% | -7.0% | -6.6% |
| 6M | -4.9% | +36.8% | -41.7% | -15.0% |
| YTD | -1.7% | +47.7% | -49.4% | -14.6% |
| 1Y | -9.4% | +66.5% | -75.9% | -24.6% |
| 3Y | -22.3% | +134.2% | -156.5% | -44.8% |
| 5Y | -20.5% | +231.6% | -252.2% | -51.4% |
| 10Y | +4.9% | +508.1% | -503.2% | -51.2% |
| All | +120.5% | +1,758.7% | -1,638.2% | -36.7% |
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 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