-20.4%
BA vs WCC
+153.2%
-173.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.7% | -0.3% |
| 7D | -1.4% | +3.3% | -4.7% | -2.5% |
| 30D | -7.9% | -9.4% | +1.5% | -6.1% |
| 3M | -25.2% | -10.5% | -14.7% | -23.7% |
| 6M | -26.7% | -10.4% | -16.3% | -25.8% |
| YTD | -19.6% | +34.4% | -54.0% | -28.9% |
| 1Y | -10.6% | +27.7% | -38.3% | -19.8% |
| 3Y | -11.2% | +137.9% | -149.2% | -40.0% |
| 5Y | -20.4% | +147.0% | -167.5% | -51.7% |
| All | -20.4% | +153.2% | -173.7% | -51.7% |
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