+28.1%
BA vs WCN
+302.6%
-274.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | -1.7% | +1.2% | -2.9% | -2.3% |
| 30D | -9.5% | +24.6% | -34.0% | -19.9% |
| 3M | -26.5% | +14.2% | -40.7% | -31.8% |
| 6M | -27.4% | +25.7% | -53.1% | -36.8% |
| YTD | -20.6% | +9.3% | -29.9% | -25.8% |
| 1Y | -11.4% | +15.3% | -26.7% | -20.1% |
| 3Y | -10.8% | +48.6% | -59.4% | -34.3% |
| 5Y | -21.9% | +46.9% | -68.8% | -43.3% |
| 10Y | +28.1% | +298.1% | -270.0% | -45.3% |
| All | +28.1% | +302.6% | -274.5% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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