+29.3%
BB vs WCC
+453.1%
-423.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.3% | -0.5% | +1.6% |
| 7D | +7.3% | +3.3% | +4.0% | +5.9% |
| 30D | +11.2% | -9.4% | +20.7% | +14.9% |
| 3M | +4.7% | -10.5% | +15.2% | +8.5% |
| 6M | +51.1% | -10.4% | +61.5% | +56.1% |
| YTD | +148.0% | +34.4% | +113.6% | +118.0% |
| 1Y | +106.1% | +27.7% | +78.5% | +84.0% |
| 3Y | +158.2% | +137.9% | +20.3% | +75.3% |
| 5Y | -10.8% | +147.0% | -157.9% | -42.7% |
| 10Y | +29.3% | +442.5% | -413.2% | -40.4% |
| All | +29.3% | +453.1% | -423.8% | -40.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling