+6.1%
BAH vs WCC
+22.3%
-16.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.4% |
| 7D | +1.7% | +9.9% | -8.2% | +2.5% |
| 30D | +20.8% | -8.4% | +29.2% | +19.9% |
| 3M | +11.6% | -10.3% | +21.9% | +10.6% |
| 6M | +23.1% | -10.5% | +33.6% | +22.6% |
| YTD | +5.3% | +32.2% | -26.9% | -3.1% |
| 1Y | +6.1% | +25.5% | -19.4% | -0.6% |
| All | +6.1% | +22.3% | -16.2% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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