-12.3%
BA vs WCN
+15.9%
-28.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.7% |
| 7D | -0.6% | +1.2% | -1.7% | -0.5% |
| 30D | -8.0% | +26.4% | -34.5% | -6.4% |
| 3M | -25.8% | +17.5% | -43.3% | -25.0% |
| 6M | -27.6% | +28.7% | -56.3% | -26.5% |
| YTD | -21.0% | +11.5% | -32.5% | -19.2% |
| 1Y | -12.3% | +15.9% | -28.1% | -10.3% |
| All | -12.3% | +15.9% | -28.2% | -10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling