+31.8%
BA vs WCC
+457.1%
-425.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | -0.4% |
| 7D | +1.1% | -14.7% | +15.8% | +7.5% |
| 30D | -7.9% | -20.1% | +12.1% | +0.2% |
| 3M | -25.3% | -21.2% | -4.2% | -18.8% |
| 6M | -24.6% | -19.2% | -5.4% | -20.0% |
| YTD | -20.1% | +20.2% | -40.4% | -30.5% |
| 1Y | -11.8% | +14.5% | -26.2% | -21.8% |
| 3Y | -10.1% | +115.1% | -125.3% | -47.6% |
| 5Y | -22.7% | +121.5% | -144.2% | -59.9% |
| All | +31.8% | +457.1% | -425.4% | -70.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling