-10.1%
BA vs WCN
+45.2%
-55.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.7% |
| 7D | +1.1% | +2.9% | -1.8% | +0.7% |
| 30D | -7.9% | +22.1% | -30.0% | -9.9% |
| 3M | -25.3% | +13.2% | -38.5% | -26.3% |
| 6M | -24.6% | +23.7% | -48.3% | -26.7% |
| YTD | -20.1% | +8.7% | -28.9% | -20.3% |
| 1Y | -11.8% | +15.3% | -27.1% | -13.4% |
| 3Y | -10.1% | +46.0% | -56.1% | -15.1% |
| All | -10.1% | +45.2% | -55.3% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling