+531.8%
BA vs WCC
+1,380.5%
-848.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.6% | +7.0% | +0.2% |
| 7D | -0.1% | -21.9% | +21.8% | +6.8% |
| 30D | -9.1% | -25.4% | +16.3% | -1.8% |
| 3M | -28.2% | -23.1% | -5.1% | -23.3% |
| 6M | -23.1% | -18.1% | -5.1% | -20.1% |
| YTD | -20.6% | +17.7% | -38.2% | -26.5% |
| 1Y | -12.7% | +12.4% | -25.1% | -18.4% |
| 3Y | -11.6% | +105.9% | -117.4% | -34.6% |
| 5Y | -23.1% | +116.8% | -139.9% | -46.1% |
| 10Y | +34.4% | +456.1% | -421.7% | -32.2% |
| All | +531.8% | +1,380.5% | -848.7% | +112.7% |
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