+23.3%
BA vs WCN
+322.1%
-298.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -1.1% | +2.6% | -3.7% | -2.4% |
| 30D | -7.1% | +23.9% | -31.1% | -17.6% |
| 3M | -25.5% | +17.4% | -43.0% | -32.0% |
| 6M | -28.7% | +28.0% | -56.7% | -38.6% |
| YTD | -21.0% | +11.6% | -32.6% | -27.0% |
| 1Y | -11.9% | +16.9% | -28.7% | -21.1% |
| 3Y | -16.2% | +51.6% | -67.8% | -39.0% |
| 5Y | -22.4% | +48.0% | -70.4% | -43.8% |
| All | +23.3% | +322.1% | -298.7% | -50.0% |
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