+677.4%
BA vs WCC
+1,713.7%
-1,036.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.9% | -3.0% | -0.3% |
| 7D | +1.2% | +4.5% | -3.3% | -0.2% |
| 30D | -11.6% | -5.8% | -5.8% | -10.3% |
| 3M | -2.4% | -3.7% | +1.3% | -2.0% |
| 6M | -6.6% | +23.1% | -29.7% | -13.5% |
| YTD | -2.2% | +44.2% | -46.4% | -14.0% |
| 1Y | -8.0% | +62.1% | -70.1% | -22.6% |
| 3Y | -5.0% | +121.1% | -126.1% | -30.7% |
| 5Y | -2.7% | +214.0% | -216.7% | -38.3% |
| 10Y | +75.9% | +472.8% | -396.9% | -12.4% |
| All | +677.4% | +1,713.7% | -1,036.4% | +148.9% |
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 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