-0.9%
BA vs WCN
+30.3%
-31.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.2% |
| 7D | +1.2% | -0.6% | +1.8% | +1.3% |
| 30D | -11.6% | +0.4% | -12.1% | -11.8% |
| 3M | -2.4% | +7.3% | -9.7% | -4.9% |
| 6M | -6.6% | -2.5% | -4.1% | -6.2% |
| YTD | -2.2% | -5.4% | +3.1% | -1.0% |
| 1Y | -8.0% | -8.5% | +0.4% | -5.7% |
| 3Y | -5.0% | +20.8% | -25.8% | -15.3% |
| All | -0.9% | +30.3% | -31.3% | -15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling