+3.4%
BAX vs WCC
+64.4%
-61.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.5% | -6.2% | -4.1% |
| 7D | -2.4% | +8.5% | -10.9% | -3.5% |
| 30D | -9.7% | -1.0% | -8.7% | -9.7% |
| 3M | +29.3% | +2.1% | +27.1% | +28.0% |
| 6M | +40.7% | +36.8% | +3.8% | +32.0% |
| YTD | +30.3% | +47.7% | -17.5% | +25.8% |
| 1Y | +3.4% | +66.5% | -63.1% | +3.5% |
| All | +3.4% | +64.4% | -61.0% | +3.5% |
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