-10.6%
BA vs WCC
+26.8%
-37.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.7% | +0.1% |
| 7D | -1.4% | +3.3% | -4.7% | -2.0% |
| 30D | -7.9% | -9.4% | +1.5% | -6.6% |
| 3M | -25.2% | -10.5% | -14.7% | -24.1% |
| 6M | -26.7% | -10.4% | -16.3% | -26.1% |
| YTD | -19.6% | +34.4% | -54.0% | -25.9% |
| 1Y | -10.6% | +27.7% | -38.3% | -18.4% |
| All | -10.6% | +26.8% | -37.4% | -18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling